Compare SPYI and CGDV

SPYI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.4

Neos S&P 500(R) High Income ETFIncome · Dividend stocks0.68%11.93%+11.5%+13.0%+18.6%[…]−7.7%10.8%$12.4B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPYI 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Neos S&P 500(R) High Income ETF · $12.4B[…]

SPYI

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 37.2% in common

SPYIMeasureCGDV

+11.5%Year to dateJan 1 → Nov 4+14.6%

+13.0%1 yearTotal return+17.5%

+18.6%3 years · per year$10,000 became $16,701 · $20,044+26.1%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

11.93%Trailing 12-mo yield$1,193 · $122 a year on $10k1.22%

−7.7%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer12.6%

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

3–4CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYI vs CGDV: Top 5 Holdings

Today

SPYI

27.2%in top 5

CGDV

in top 524.6%

SPYIStockCGDV

7.7%NVDA6.3%

7.4%AAPLnot top 5

5.9%MSFT6.6%

not top 5AVGO4.4%

not top 5META3.8%

3.8%AMZNnot top 5

not top 5RTX3.3%

2.5%GOOGLnot top 5

Held in common37.2%

End-of-day Nov 4, 2026 · share of each fund

SPYI vs CGDV Returns, Every Period

1Y

NEOSSPYI

+13.0%

past year

CGDVCapital Group

+17.5%

past year

SPYICGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPYI vs CGDV

YTD

NEOSSPYI

+11.5%

CGDVCapital Group

+14.6%

+11.5%Year to date+14.6%

−7.7%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y12.6%

11.9%Yield1.2%

$12.4BAssets$38.8B

3–1SPYI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SPYI0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPYI, CGDV

1Y

11.93%highest, SPYI

FundTrailing yieldYield$10k

SPYI11.93%$1,193

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,125most kept, SPYI

SPYI$1,193 − $68 = $1,125

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPYI, CGDV

Today

37.2%most shared, SPYI and CGDV

SPYICGDV

SPYI—37.2%

CGDV37.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

SPYIWorst drop−7.7%10.8% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYICGDV

+11.5%Year to date+14.6%

11.9%Yield1.2%

+13.0%Past year+17.5%

0.68%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026