ACEI vs CGDV

AACEI

BCGDV

Measures won3–1ACEI wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income13.54%ACEI · $1,354 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]ACEI and CGDV

ACEI

CGDV

Innovator Equity Autocallable Income Strategy ETF · $53MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $33 on $10k · lower wins0.33%

13.54%12-mo yield$1,354 · $127 on $10k1.27%

−9.3%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.4%

3–1ACEI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACEI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AACEI	Innovator Equity Autocallable Income Strategy ETFRead Desk	0.79%	13.54%	−1.1%	+1.6%	+1.9%	new	new	−9.3%	$53M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AACEI	Innovator Equity Autocallable Income Strategy ETFRead Desk	0.79%	13.54%	−1.1%	+1.6%	+1.9%	new	new	−9.3%	$53M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACEI vs CGDV

ACEI

Innovator Equity Autocallable Income Strategy

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureACEICGDV

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield13.54%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y12.9%13.4%

3–1measures won
ACEI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ACEI, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

ACEICGDVVYM

ACEI—[…][…]

CGDV[…]—22.8%

VYM[…]22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,275most kept, ACEI

ACEI$1,354 − $79 = $1,275

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee