WDIV vs CGDV

AWDIV

BCGDV

Measures won3–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · WDIV $15,980

Lowest cost0.04%VIG · $4 on $10k

Most income4.11%WDIV · $411 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.7%WDIV and CGDV

WDIV

CGDV

State Street SPDR S&P Global Dividend ETF · $281MCapital Group Dividend Value ETF · $39.0B

+22.4%3 years · per year$18,346 · $20,044+26.1%

+9.8%5 years · per year$15,980 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

4.11%12-mo yield$411 · $122 on $10k1.22%

−8.6%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins12.6%

3–2WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · CGDV

1.1%TRP.TO1.0%

1.6%CNQ.TO0.9%

1.8%MO0.8%

Held in common2.7%

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDIV vs CGDV

WDIV

SPDR S&P Global Dividend

$15,980

CGDV

Capital Group Dividend Value

[…]

MeasureWDIVCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield4.11%1.22%

5 years, per year+9.8%[…]

3 years, per year+22.4%+26.1%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y10.4%12.6%

3–2measures won
WDIV first

2.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WDIV, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

WDIVCGDVVIG

WDIV—2.7%0.0%

CGDV2.7%—29.4%

VIG0.0%29.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee