UDIV vs CGDV

AUDIV

BCGDV

Measures won4–1UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common39.2%UDIV and CGDV

UDIV

CGDV

Franklin U.S. Core Dividend Tilt Index ETF · $153MCapital Group Dividend Value ETF · $39.5B

+24.2%3 years · per year$19,159 · $18,840+23.5%

+13.1%5 years · per year$18,543 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

1.48%12-mo yield$148 · $127 on $10k1.27%

−8.4%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins13.4%

4–1UDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · CGDV

6.5%MSFT7.0%

6.4%NVDA5.7%

4.0%AMZN2.5%

2.3%AVGO4.0%

Held in common39.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDIV vs CGDV

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

CGDV

Capital Group Dividend Value

[…]

MeasureUDIVCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.48%1.27%

5 years, per year+13.1%[…]

3 years, per year+24.2%+23.5%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y13.7%13.4%

4–1measures won
UDIV first

39.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: UDIV, CGDV, VIG

Today

41.0%most shared, UDIV and VIG

UDIVCGDVVIG

UDIV—39.2%41.0%

CGDV39.2%—29.4%

VIG41.0%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

UDIV$148 − $6 = $142

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee