VSDA vs CGDV

AVSDA

BCGDV

Measures won3–2VSDA wins · of 6 · 5Y

$10,000 · 5Y$15,555VSDA

Lowest cost0.33%CGDV · $33 on $10k

Most income2.31%VSDA · $231 on $10k

Smallest drop−9.4%VSDA · worst fall in 1Y

Held in common9.1%VSDA and CGDV

VSDA

CGDV

VictoryShares Dividend Accelerator ETF · $226MCapital Group Dividend Value ETF · $39.0B

+17.7%3 years · per year$16,291 · $20,044+26.1%

+9.2%5 years · per year$15,555 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

2.31%12-mo yield$231 · $122 on $10k1.22%

−9.4%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins12.6%

3–2VSDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSDA · CGDV

1.5%UNP2.5%

2.6%0Y6X.L1.4%

1.2%XOM1.2%

1.7%ITW0.9%

Held in common9.1%

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
1	AVSDA	VictoryShares Dividend Accelerator ETFRead Desk		0.39%	2.31%	+3.4%	+21.8%	+26.1%	+17.7%	+9.2%	−9.4%	$226M
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
1	AVSDA	VictoryShares Dividend Accelerator ETFRead Desk		0.39%	2.31%	+3.4%	+21.8%	+26.1%	+17.7%	+9.2%	−9.4%	$226M
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

VSDA vs CGDV

VSDA

VictoryShares Dividend Accelerator

$15,555

CGDV

Capital Group Dividend Value

[…]

MeasureVSDACGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield2.31%1.22%

5 years, per year+9.2%[…]

3 years, per year+17.7%+26.1%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y12.4%12.6%

3–2measures won
VSDA first

9.1%

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: VSDA, CGDV

Today

9.1%most shared, VSDA and CGDV

VSDACGDV

VSDA—9.1%

CGDV9.1%—

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

Income After Fees on $10,000

$192most kept, VSDA

VSDA$231 − $39 = $192

CGDV$122 − $33 = $89

KeptFee

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