VDIG vs CGDV

AVDIG

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common25.9%VDIG and CGDV

VDIG

CGDV

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

0.12%12-mo yield$12 · $122 on $10k1.22%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins12.6%

0–2CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsVDIG · CGDV

6.5%MSFT6.6%

5.4%AVGO4.4%

4.7%LLY2.1%

4.1%JPM2.1%

Held in common25.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk		0.40%	0.12%	+2.2%	+9.5%	new	new	new	[…]	$32M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk		0.40%	0.12%	+2.2%	+9.5%	new	new	new	[…]	$32M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VDIG vs CGDV

VDIG

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureVDIGCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield0.12%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]12.6%

2–0measures won
CGDV first

25.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VDIG, CGDV

Today

25.9%most shared, VDIG and CGDV

VDIGCGDV

VDIG—25.9%

CGDV25.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

VDIG$12 − $40 = −$28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee