VOT vs CGDV
Comparison between VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF) and CAPITAL GROUP DIVIDEND VALUE ETF SHARE CLASS (CGDV, ETF).
VOT vs CGDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VOT
$29B
CGDV
$29B
Expense Ratio
Winner
VOT
0.05%
CGDV
0.33%
Max Drawdown
VOT
60.26%
Winner
CGDV
22.45%
Sharpe Ratio
VOT
0.70
Winner
CGDV
2.26
5Y Beta
VOT
1.06
Winner
CGDV
0.82
P/E Ratio
VOT
42.87
Winner
CGDV
30.89
Forward P/E
VOT
27.28
Winner
CGDV
21.37
PEG Ratio
VOT
0.88
CGDV
N/A
5Y Dividends CAGR
VOT
16.18%
CGDV
N/A
5Y EPS CAGR
VOT
18.62%
Winner
CGDV
19.92%
Debt to Equity
VOT
-14.29%
CGDV
N/A
P/S Ratio
VOT
4.99
Winner
CGDV
2.95
P/B Ratio
VOT
7.27
Winner
CGDV
4.63
VOT vs CGDV - Holdings Comparison
VOT and CGDV have 4 common holdings. Overlap is 2.96%
VOT's top 25 holdings weight is 39.62%. CGDV's top 25 holdings weight is 69.28%.
| Rank | VOT | CGDV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.50% | MICROSOFT CORP (MSFT) - 5.42% |
| #2 | HOWMET AEROSPACE INC (HWM) - 2.41% | NVIDIA CORP (NVDA) - 5.01% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 2.24% | BROADCOM INC (AVGO) - 4.46% |
| #4 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.22% | APPLIED MATERIALS INC (AMAT) - 3.75% |
| #5 | QUANTA SERVICES INC (PWR) - 2.14% | RTX CORP (RTX) - 3.50% |
| #6 | MOTOROLA SOLUTIONS INC (MSI) - 1.87% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 3.42% |
| #7 | ROSS STORES INC (ROST) - 1.82% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.07% |
| #8 | ROYAL CARIBBEAN GROUP (RCL) - 1.74% | ELI LILLY AND CO (LLY) - 3.06% |
| #9 | TRANSDIGM GROUP INC (TDG) - 1.70% | GE AEROSPACE (GE) - 3.04% |
| #10 | CLOUDFLARE INC (NET) - 1.62% | META PLATFORMS INC CLASS A (META) - 2.80% |
| #11 | REALTY INCOME CORP (O) - 1.49% | ROYAL CARIBBEAN GROUP (RCL) - 2.64% |
| #12 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.43% | MEDTRONIC PLC (MDT) - 2.39% |
| #13 | TARGA RESOURCES CORP (TRGP) - 1.40% | STARBUCKS CORP (SBUX) - 2.27% |
| #14 | FASTENAL CO (FAST) - 1.39% | APPLE INC (AAPL) - 2.25% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.36% | UNION PACIFIC CORP (UNP) - 2.23% |
| #16 | VISTRA CORP (VST) - 1.33% | LINDE PLC (LIN) - 2.22% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.32% | INTERNATIONAL PAPER CO (IP) - 2.21% |
| #18 | AMETEK INC (AME) - 1.28% | CISCO SYSTEMS INC (CSCO) - 2.21% |
| #19 | W.W. GRAINGER INC (GWW) - 1.28% | JPMORGAN CHASE & CO (JPM) - 2.12% |
| #20 | TERADYNE INC (TER) - 1.21% | UNITEDHEALTH GROUP INC (UNH) - 2.06% |
| #21 | EDWARDS LIFESCIENCES CORP (EW) - 1.21% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.01% |
| #22 | WESTERN DIGITAL CORP (WDC) - 1.19% | WELLS FARGO & CO (WFC) - 1.95% |
| #23 | ZOETIS INC CLASS A (ZTS) - 1.17% | CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M (n/a) - 1.78% |
| #24 | IDEXX LABORATORIES INC (IDXX) - 1.16% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.76% |
| #25 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.14% | AMAZON.COM INC (AMZN) - 1.65% |
| Total Holdings | 133 | 56 |
VOT vs CGDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOT
+6.50%
CGDV
+6.42%
3M
Winner
VOT
+4.88%
CGDV
+3.80%
6M
VOT
+1.52%
Winner
CGDV
+11.74%
1Y
VOT
+13.33%
Winner
CGDV
+34.60%
5Y(CAGR)
VOT
+6.24%
Winner
CGDV
+18.59%
10Y(CAGR)
VOT
+11.96%
CGDV
N/A
Max(CAGR)
VOT
+9.93%
Winner
CGDV
+18.59%
VOT vs CGDV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VOT | CGDV |
|---|---|---|
| 2026 | +2.84% | +7.74% |
| 2025 | +10.27% | +25.53% |
| 2024 | +18.14% | +20.70% |
| 2023 | +24.20% | +29.18% |
| 2022 | -27.94% | -2.88% |
| 2021 | +22.29% | N/A |
| 2020 | +33.42% | N/A |
| 2019 | +34.62% | N/A |
| 2018 | -6.28% | N/A |
| 2017 | +20.88% | N/A |
| 2016 | +8.44% | N/A |
| 2015 | -1.05% | N/A |
| 2014 | +14.57% | N/A |
| 2013 | +29.27% | N/A |
| 2012 | +14.42% | N/A |
| 2011 | -5.01% | N/A |
| 2010 | +26.71% | N/A |
| 2009 | +37.80% | N/A |
| 2008 | -46.71% | N/A |
| 2007 | +17.69% | N/A |
| 2006 | +9.44% | N/A |
VOT vs CGDV Drawdown Comparison
The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.
The maximum drawdown for CGDV was -21.81%, occurring on Sep 30, 2022. Recovery took 296 trading sessions.
The current VOT drawdown is -2.80%. The current CGDV drawdown is -0.42%.
| Rank | VOT | CGDV |
|---|---|---|
| #1 | -60.16% Oct 10, 2007 - Feb 8, 2011 | -21.81% Mar 29, 2022 - Jun 2, 2023 |
| #2 | -37.19% Nov 16, 2021 - Nov 8, 2024 | -14.28% Feb 13, 2025 - May 19, 2025 |
| #3 | -36.23% Feb 19, 2020 - Jul 8, 2020 | -9.75% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -25.98% Jul 7, 2011 - Sep 14, 2012 | -9.06% Jul 31, 2023 - Nov 24, 2023 |
| #5 | -21.84% Aug 29, 2018 - Mar 21, 2019 | -5.36% Oct 14, 2024 - Feb 6, 2025 |
| #6 | -21.83% Apr 23, 2015 - Jan 6, 2017 | -5.20% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -21.77% Feb 10, 2025 - Jun 24, 2025 | -4.31% Mar 28, 2024 - May 6, 2024 |
| #8 | -15.96% Oct 27, 2025 - Mar 30, 2026 | -3.52% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -12.22% Jul 19, 2007 - Oct 5, 2007 | -3.47% Aug 30, 2024 - Sep 17, 2024 |
| #10 | -11.11% Feb 12, 2021 - Jun 21, 2021 | -3.33% Mar 2, 2022 - Mar 17, 2022 |
| #11 | -10.49% Sep 5, 2014 - Nov 6, 2014 | -2.96% Oct 8, 2025 - Oct 23, 2025 |
| #12 | -9.54% Jan 26, 2018 - Jun 5, 2018 | -2.79% Jul 25, 2025 - Aug 22, 2025 |
| #13 | -8.36% Sep 2, 2020 - Oct 9, 2020 | -2.44% May 19, 2025 - Jun 2, 2025 |
| #14 | -7.96% Sep 14, 2012 - Jan 2, 2013 | -2.34% May 15, 2024 - Jul 3, 2024 |
| #15 | -7.92% May 10, 2011 - Jul 7, 2011 | -2.26% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between VOT and CGDV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
VOT vs CGDV dividend yield comparison.
| Year | VOT | CGDV |
|---|---|---|
| 2026 | 0.18% | 0.23% |
| 2025 | 0.64% | 1.29% |
| 2024 | 0.67% | 1.60% |
| 2023 | 0.71% | 1.65% |
| 2022 | 0.78% | 1.36% |
| 2021 | 0.34% | 0.00% |
| 2020 | 0.56% | 0.00% |
| 2019 | 0.78% | 0.00% |
| 2018 | 0.84% | 0.00% |
| 2017 | 0.72% | 0.00% |
| 2016 | 0.81% | 0.00% |
| 2015 | 0.81% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.61% | 0.00% |
| 2012 | 0.69% | 0.00% |
| 2011 | 0.54% | 0.00% |
| 2010 | 0.52% | 0.00% |
| 2009 | 0.60% | 0.00% |
| 2008 | 0.68% | 0.00% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.38% | 0.00% |
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