VUS vs CGDV

AVUS

BCGDV

Measures won2–0VUS wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common30.8%VUS and CGDV

VUS

CGDV

Virtus U.S. Dividend ETF · $17MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

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

2.42%12-mo yield$242 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

2–0VUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUS · CGDV

5.4%NVDA6.1%

5.2%MSFT7.0%

3.0%AVGO4.3%

2.3%AMZN2.5%

Held in common30.8%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.42%	−4.3%	+14.7%	new	new	new	[…]	$17M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.42%	−4.3%	+14.7%	new	new	new	[…]	$17M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

Yield2.42%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

2–0measures won
VUS first

30.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VUS, CGDV, SCHD

Today

30.8%most shared, VUS and CGDV

VUSCGDVSCHD

VUS—30.8%11.9%

CGDV30.8%—5.8%

SCHD11.9%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUS$242 − $25 = $217

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee