VIG vs CGUI

AVIG

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · AGG $9,975

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]VIG and CGUI

VIG

CGUI

Vanguard Dividend Appreciation ETF · $109BCapital Group Ultra Short Income ETF · $388M

+18.9%3 years · per year$16,814 · […][…]

+10.3%5 years · per year$16,331 · […][…]

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.49%12-mo yield$149 · $382 on $10k3.82%

−7.9%Worst dropSmaller wins−0.2%

10.8%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · CGUI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+3.0%	+3.9%	new	new	−0.2%	$388M

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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+3.0%	+3.9%	new	new	−0.2%	$388M

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

Cards for this view

VIG vs CGUI

VIG

Vanguard Dividend Appreciation

$16,331

CGUI

Capital Group Ultra Short Income

[…]

MeasureVIGCGUI

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.49%3.82%

5 years, per year+10.3%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−0.2%

Volatility · 1Y10.8%0.9%

3–1measures won
CGUI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: VIG, CGUI, AGG

Today

[…]holdings […]

VIGCGUIAGG

VIG—[…][…]

CGUI[…]—[…]

AGG[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CGUI$382 − $18 = $364

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee