ZINC vs CGDV

AZINC

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%VIG · $147 on $10k

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

Held in common8.7%ZINC and CGDV

ZINC

CGDV

Zacks Income ETF · $10MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $33 on $10k · lower wins0.33%

0.60%12-mo yield$60 · $123 on $10k1.23%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins12.6%

0–2CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZINC · CGDV

4.1%JPM2.1%

1.4%PM1.7%

1.7%XOM1.3%

1.1%NEE1.0%

Held in common8.7%

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AZINC	Zacks Income ETFRead Desk	1.07%	0.60%	−1.0%	new	new	new	new	[…]	$10M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AZINC	Zacks Income ETFRead Desk	1.07%	0.60%	−1.0%	new	new	new	new	[…]	$10M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

ZINC vs CGDV

ZINC

Zacks Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureZINCCGDV

Fee1.07%0.33%

Cost on $10k a year$107$33

Yield0.60%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]12.6%

2–0measures won
CGDV first

8.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ZINC, CGDV, VIG

Today

29.6%most shared, CGDV and VIG

ZINCCGDVVIG

ZINC—8.7%7.9%

CGDV8.7%—29.6%

VIG7.9%29.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

CGDV$123 − $33 = $90

ZINC$60 − $107 = −$47

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee