VUSG vs CGDV

AVUSG

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common32.3%VUSG and CGDV

VUSG

CGDV

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF · $37MCapital Group Dividend Value ETF · $37.9B

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

[…]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 yearsAll three, one scale

Shared top holdingsVUSG · CGDV

7.0%MSFT7.0%

17.2%NVDA5.7%

5.1%AVGO4.0%

2.7%META3.9%

Held in common32.3%

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	AVUSG	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFRead Desk	0.35%	0.02%	+1.3%	−1.8%	new	new	new	[…]	$37M
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	AVUSG	Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFRead Desk	0.35%	0.02%	+1.3%	−1.8%	new	new	new	[…]	$37M
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

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[…]+23.5%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

2–0measures won
CGDV first

32.3%

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: VUSG, CGDV, SCHD

Today

32.3%most shared, VUSG and CGDV

VUSGCGDVSCHD

VUSG—32.3%0.0%

CGDV32.3%—5.9%

SCHD0.0%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

CGDV$127 − $33 = $94

VUSG$2 − $35 = −$33

KeptFee

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