XLC vs CGDV

AXLC

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · XLC $13,759

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common8.9%XLC and CGDV

XLC

CGDV

State Street Communication Services Select Sector SPDR ETF · $21.6BCapital Group Dividend Value ETF · $37.9B

+18.2%3 years · per year$16,521 · $18,840+23.5%

+6.6%5 years · per year$13,759 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

1.32%12-mo yield$132 · $127 on $10k1.27%

−16.1%Worst dropSmaller wins−9.7%

16.7%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLC · CGDV

20.8%META3.9%

5.1%CMCSA3.2%

10.7%GOOGL1.8%

Held in common8.9%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk	0.08%	1.32%	+0.4%	−10.2%	−6.5%	+18.2%	+6.6%	−16.1%	$21.6B
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk	0.08%	1.32%	+0.4%	−10.2%	−6.5%	+18.2%	+6.6%	−16.1%	$21.6B
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

XLC vs CGDV

XLC

Communication Services Select Sector SPDR

$13,759

CGDV

Capital Group Dividend Value

[…]

MeasureXLCCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield1.32%1.27%

5 years, per year+6.6%[…]

3 years, per year+18.2%+23.5%

Worst drop · 1Y−16.1%−9.7%

Volatility · 1Y16.7%13.4%

3–1measures won
CGDV first

8.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: XLC, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

XLCCGDVVIG

XLC—8.9%0.0%

CGDV8.9%—29.4%

VIG0.0%29.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

XLC$132 − $8 = $124

CGDV$127 − $33 = $94

KeptFee

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