CGDV vs VYM

ACGDV

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common22.8%CGDV and VYM

CGDV

VYM

Capital Group Dividend Value ETF · $37.9BVanguard High Dividend Yield ETF · $78.9B

+23.5%3 years · per year$18,840 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

1.27%12-mo yield$127 · $231 on $10k2.31%

−9.7%Worst dropSmaller wins−6.7%

13.4%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · VYM

4.0%AVGO6.9%

2.2%JPM3.8%

1.9%ABBV2.0%

2.4%CSCO1.8%

Held in common22.8%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
3	ACGDV	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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
3	ACGDV	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

CGDV vs VYM

CGDV

Capital Group Dividend Value

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureCGDVVYM

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield1.27%2.31%

5 years, per year[…]+11.1%

3 years, per year+23.5%+19.6%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y13.4%10.6%

4–1measures won
VYM first

22.8%

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: VYM, WCEO, CGDV

Today

22.8%most shared, VYM and CGDV

VYMWCEOCGDV

VYM—7.2%22.8%

WCEO7.2%—0.7%

CGDV22.8%0.7%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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