VYM vs CGDV

AVYM

BCGDV

Measures won4–1VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common23.0%VYM and CGDV

VYM

CGDV

Vanguard High Dividend Yield ETF · $78.9BCapital Group Dividend Value ETF · $39.0B

+20.0%3 years · per year$17,266 · $19,064+24.0%

+11.2%5 years · per year$17,002 · […][…]

0.04%Expense ratio$4 · $33 on $10k · lower wins0.33%

2.30%12-mo yield$230 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

10.6%VolatilityLower wins13.4%

4–1VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · CGDV

6.9%AVGO4.3%

3.8%JPM2.2%

2.0%ABBV1.9%

1.8%CSCO2.5%

Held in common23.0%

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
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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

VYM vs CGDV

VYM

Vanguard High Dividend Yield

$17,002

CGDV

Capital Group Dividend Value

[…]

MeasureVYMCGDV

Fee0.04%0.33%

Cost on $10k a year$4$33

Yield2.30%1.27%

5 years, per year+11.2%[…]

3 years, per year+20.0%+24.0%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.6%13.4%

4–1measures won
VYM first

23.0%

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: VYM, CGDV

Today

23.0%most shared, VYM and CGDV

VYMCGDV

VYM—23.0%

CGDV23.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

KeptFee

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