YMAX vs CGDV5YYMAXYMAXAvsBCGDVCGDVYieldMax Universe Fund of Option Income ETFs · $324MCapital Group Dividend Value ETF · $39.2BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income1.33%Expense ratio$133 · $33 on $10k · lower wins0.33%61.49%12-mo yield$6,149 · $124 on $10k1.24%Risk · 1 year
$10,000 in YMAX, CGDV, VIG5Y$10k startVIG $16.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: YMAX, CGDV, VIGToday29.3%most shared, CGDV and VIGYMAXCGDVVIGYMAX—0.0%0.0%CGDV0.0%—29.3%VIG0.0%29.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
YMAX vs CGDV5YAYMAXYieldMax Universe Fund of Option Income ETFs[…]vsCGDVBCapital Group Dividend Value[…]MeasureYMAXCGDVFee1.33%0.33%Cost on $10k a year$133$33Yield61.49%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%Worst drop · 1Y−20.6%−9.7%Volatility · 1Y26.2%13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AYMAXYieldMax Universe Fund of Option Income ETFsReadDesk1.33%61.49%−0.3%−1.2%−5.9%newnew−20.6%$324M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2AYMAXYieldMax Universe Fund of Option Income ETFsReadDesk1.33%61.49%−0.3%−1.2%−5.9%newnew−20.6%$324M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: YMAX, CGDV, VIGToday29.3%most shared, CGDV and VIGYMAXCGDVVIGYMAX—0.0%0.0%CGDV0.0%—29.3%VIG0.0%29.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$6,016most kept, YMAXYMAX$6,149 − $133 = $6,016VIG$145 − $4 = $141CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee