Compare EIPX and CGDV

EIPX and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Energy Income Partners Strategy ETFIncome · Dividend stocks0.95%2.68%+30.0%+32.7%+21.2%[…]−6.9%11.8%$590M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EIPX 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

EIPX

FT Energy Income Partners Strategy ETF · $590M[…]

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

CGDVMeasureEIPX

+13.0%Year to dateJan 1 → Nov 3+30.0%

+16.1%1 yearTotal return+32.7%

+26.0%3 years · per year$10,000 became $19,988 · $17,798+21.2%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $95 a year on $10k · lower is better0.95%

1.23%Trailing 12-mo yield$123 · $268 a year on $10k2.68%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.8%

CGDVEIPX Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5EIPX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs EIPX: Top 5 Holdings

Today

CGDV

24.1%in top 5

EIPX

in top 523.8%

CGDVStockEIPX

not top 5EPD7.4%

not top 5ET6.9%

6.5%MSFTnot top 5

6.2%NVDAnot top 5

4.3%AVGOnot top 5

not top 5MPLX3.8%

3.8%METAnot top 5

3.3%RTXnot top 5

not top 5NFG2.9%

not top 5PAGP2.8%

Held in common3.0%

End-of-day Nov 3, 2026 · share of each fund

CGDV vs EIPX Returns, Every Period

1Y

Capital GroupCGDV

+16.1%

past year

EIPXFirst Trust

+32.7%

past year

CGDVEIPXFaded: behind in that period

1–2EIPX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGDV vs EIPX

YTD

Capital GroupCGDV

+13.0%

EIPXFirst Trust

+30.0%

+13.0%Year to date+30.0%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.8%

1.2%Yield2.7%

$38.8BAssets$590M

4–0EIPX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EIPX, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

EIPX0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EIPX, CGDV

1Y

2.68%highest, EIPX

FundTrailing yieldYield$10k

EIPX2.68%$268

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, EIPX

EIPX$268 − $95 = $173

CGDV$123 − $33 = $90

KeptFee

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

Overlap: EIPX, CGDV

Today

3.0%most shared, EIPX and CGDV

EIPXCGDV

EIPX—3.0%

CGDV3.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+32.7%EIPX, at 11.8% volatility

EIPXWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EIPXCGDV

+30.0%Year to date+13.0%

2.7%Yield1.2%

+32.7%Past year+16.1%

0.95%Fee0.33%

3–1EIPX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026