UDI vs CGDV5YUDIUDIAvsBCGDVCGDVUSCF Dividend Income ETF · $3MCapital Group Dividend Value ETF · $39.2BReturns · dividends in+20.5%3 years · per year$17,495 · $18,895+23.6%[…]5 years · per year[…]Cost and income0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%2.57%12-mo yield$257 · $124 on $10k1.24%
$10,000 in UDI, CGDV, VYM5Y$10k startVYM $17.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: UDI, CGDV, VYMToday23.2%most shared, CGDV and VYMUDICGDVVYMUDI—8.3%17.1%CGDV8.3%—23.2%VYM17.1%23.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
UDI vs CGDV5YAUDIUSCF Dividend Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureUDICGDVFee0.65%0.33%Cost on $10k a year$65$33Yield2.57%1.24%5 years, per year[…][…]3 years, per year+20.5%+23.6%Worst drop · 1Y−6.5%−9.7%Volatility · 1Y10.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%−0.2%+19.1%+23.3%+20.5%new−6.5%$3M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%−0.2%+19.1%+23.3%+20.5%new−6.5%$3M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: UDI, CGDV, VYMToday23.2%most shared, CGDV and VYMUDICGDVVYMUDI—8.3%17.1%CGDV8.3%—23.2%VYM17.1%23.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$219most kept, VYMVYM$223 − $4 = $219UDI$257 − $65 = $192CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee