VT vs CGDV

AVT

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common24.5%VT and CGDV

CGDV

Vanguard Total World Stock ETF · $81.8BCapital Group Dividend Value ETF · $37.9B

+20.7%3 years · per year$17,563 · $18,840+23.5%

+9.4%5 years · per year$15,649 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

1.59%12-mo yield$159 · $127 on $10k1.27%

−9.7%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · CGDV

4.5%NVDA5.7%

3.2%MSFT7.0%

2.0%AMZN2.5%

4.1%AAPL2.0%

Held in common24.5%

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%	$119.9B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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%	$119.9B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

VT vs CGDV

Vanguard Total World Stock

$15,649

CGDV

Capital Group Dividend Value

[…]

MeasureVTCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.59%1.27%

5 years, per year+9.4%[…]

3 years, per year+20.7%+23.5%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.7%13.4%

2–2measures won
level

24.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VT, CGDV, SCHD

Today

24.5%most shared, VT and CGDV

VTCGDVSCHD

VT—24.5%4.3%

CGDV24.5%—5.9%

SCHD4.3%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

VT$159 − $6 = $153

CGDV$127 − $33 = $94

KeptFee

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