VSDA vs CGDV

AVSDA

BCGDV

Measures won3–2VSDA wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VSDA $15,010

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.2%VSDA and CGDV

VSDA

CGDV

VictoryShares Dividend Accelerator ETF · $233MCapital Group Dividend Value ETF · $39.5B

+16.3%3 years · per year$15,729 · $18,840+23.5%

+8.5%5 years · per year$15,010 · […][…]

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

2.37%12-mo yield$237 · $127 on $10k1.27%

−9.4%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins13.4%

3–2VSDA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVSDA · CGDV

1.5%UNP2.5%

2.7%0Y6X.L1.5%

1.1%XOM1.2%

2.2%MCD1.0%

Held in common9.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVSDA	VictoryShares Dividend Accelerator ETFRead Desk	0.39%	2.37%	−1.1%	+18.6%	+22.5%	+16.3%	+8.5%	−9.4%	$233M
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVSDA	VictoryShares Dividend Accelerator ETFRead Desk	0.39%	2.37%	−1.1%	+18.6%	+22.5%	+16.3%	+8.5%	−9.4%	$233M
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

VSDA vs CGDV

VSDA

VictoryShares Dividend Accelerator

$15,010

CGDV

Capital Group Dividend Value

[…]

MeasureVSDACGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield2.37%1.27%

5 years, per year+8.5%[…]

3 years, per year+16.3%+23.5%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y12.6%13.4%

3–2measures won
VSDA first

9.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VSDA, CGDV, SCHD

Today

17.1%most shared, VSDA and SCHD

VSDACGDVSCHD

VSDA—9.2%17.1%

CGDV9.2%—5.9%

SCHD17.1%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VSDA$237 − $39 = $198

CGDV$127 − $33 = $94

KeptFee

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