VUS vs CGDV

AVUS

BCGDV

Measures won2–0VUS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%VUS · $25 on $10k

Most income2.31%VUS · $231 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common30.5%VUS and CGDV

VUS

CGDV

Virtus U.S. Dividend ETF · $17MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $33 on $10k · lower wins0.33%

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

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins12.6%

2–0VUS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsVUS · CGDV

5.6%NVDA6.3%

4.9%MSFT6.6%

3.1%AVGO4.4%

2.2%AMZN2.4%

Held in common30.5%

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							5Y/yr
1	AVUS	Virtus U.S. Dividend ETFRead Desk		0.25%	2.31%	+0.6%	+19.9%	new	new	new	[…]	$17M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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							5Y/yr
1	AVUS	Virtus U.S. Dividend ETFRead Desk		0.25%	2.31%	+0.6%	+19.9%	new	new	new	[…]	$17M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

VUS vs CGDV

VUS

Virtus U.S. Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureVUSCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield2.31%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]12.6%

2–0measures won
VUS first

30.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VUS, CGDV

Today

30.5%most shared, VUS and CGDV

VUSCGDV

VUS—30.5%

CGDV30.5%—

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

Income After Fees on $10,000

$206most kept, VUS

VUS$231 − $25 = $206

CGDV$122 − $33 = $89

KeptFee

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