VIG vs CGDV

AVIG

BCGDV

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

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 common29.4%VIG and CGDV

VIG

CGDV

Vanguard Dividend Appreciation ETF · $109BCapital Group Dividend Value ETF · $39.5B

+18.6%3 years · per year$16,669 · $18,840+23.5%

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $33 on $10k · lower wins0.33%

1.50%12-mo yield$150 · $127 on $10k1.27%

−7.9%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

4–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · CGDV

4.9%MSFT7.0%

4.3%AVGO4.0%

3.9%JPM2.2%

4.1%LLY2.1%

Held in common29.4%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M
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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M
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

VIG vs CGDV

VIG

Vanguard Dividend Appreciation

$16,243

CGDV

Capital Group Dividend Value

[…]

MeasureVIGCGDV

Fee0.04%0.33%

Cost on $10k a year$4$33

Yield1.50%1.27%

5 years, per year+10.2%[…]

3 years, per year+18.6%+23.5%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y10.8%13.4%

4–1measures won
VIG first

29.4%

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: VIG, TIZE, CGDV

Today

29.4%most shared, VIG and CGDV

VIGTIZECGDV

VIG—[…]29.4%

TIZE[…]—[…]

CGDV29.4%[…]—

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

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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