VUSG vs CGDV

AVUSG

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%CGDV · $127 on $10k

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

Held in common33.0%VUSG and CGDV

VUSG

CGDV

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF · $37MCapital Group Dividend Value ETF · $39.0B

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

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

0.02%12-mo yield$2 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

0–2CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsVUSG · CGDV

7.0%MSFT7.0%

17.2%NVDA6.1%

5.1%AVGO4.3%

2.7%META3.8%

Held in common33.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AVUSG	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFRead Desk		0.35%	0.02%	−6.4%	−3.1%	new	new	new	[…]	$37M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AVUSG	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFRead Desk		0.35%	0.02%	−6.4%	−3.1%	new	new	new	[…]	$37M
2	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

VUSG vs CGDV

VUSG

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureVUSGCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield0.02%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

2–0measures won
CGDV first

33.0%

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: VUSG, CGDV

Today

33.0%most shared, VUSG and CGDV

VUSGCGDV

VUSG—33.0%

CGDV33.0%—

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

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

VUSG$2 − $35 = −$33

KeptFee

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