VYM vs CGDV

AVYM

BCGDV

Measures won4–1VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VXUS $14,758

Lowest cost0.04%VYM · $4 on $10k

Most income2.39%VXUS · $239 on $10k

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

Held in common22.8%VYM and CGDV

VYM

CGDV

Vanguard High Dividend Yield ETF · $78.9BCapital Group Dividend Value ETF · $37.8B

+19.7%3 years · per year$17,150 · $18,934+23.7%

+11.5%5 years · per year$17,254 · […][…]

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

2.26%12-mo yield$226 · $124 on $10k1.24%

−6.7%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.5%

4–1VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · CGDV

6.9%AVGO4.0%

3.8%JPM2.2%

2.0%ABBV1.9%

1.8%CSCO2.4%

Held in common22.8%

End-of-day Nov 9, 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	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$17,254

CGDV

Capital Group Dividend Value

[…]

MeasureVYMCGDV

Fee0.04%0.33%

Cost on $10k a year$4$33

Yield2.26%1.24%

5 years, per year+11.5%[…]

3 years, per year+19.7%+23.7%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.8%13.5%

4–1measures won
VYM first

22.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VYM, CGDV, VXUS

Today

22.8%most shared, VYM and CGDV

VYMCGDVVXUS

VYM—22.8%0.0%

CGDV22.8%—0.6%

VXUS0.0%0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee