VUS vs CGDV

AVUS

BCGDV

Measures won2–0VUS wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.41%VUS · $241 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common30.5%VUS and CGDV

VUS

CGDV

Virtus U.S. Dividend ETF · $16MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

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

2.41%12-mo yield$241 · $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

5.3%MSFT7.0%

5.1%NVDA5.7%

2.8%AVGO4.0%

2.4%AMZN2.5%

Held in common30.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.41%	+0.3%	+15.1%	new	new	new	[…]	$16M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.41%	+0.3%	+15.1%	new	new	new	[…]	$16M
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

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

Yield2.41%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

2–0measures won
VUS first

30.5%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: VUS, CGDV, VIG

Today

31.8%most shared, VUS and VIG

VUSCGDVVIG

VUS—30.5%31.8%

CGDV30.5%—29.4%

VIG31.8%29.4%—

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

Income After Fees on $10,000

$216most kept, VUS

VUS$241 − $25 = $216

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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