ACII vs CGDV

AACII

BCGDV

Measures won3–1ACII wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income9.30%ACII · $930 on $10k

Smallest drop−2.3%ACII · worst fall in 1Y

Held in common[…]ACII and CGDV

ACII

CGDV

Innovator Index Autocallable Income Strategy ETF · $185MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

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

9.30%12-mo yield$930 · $124 on $10k1.24%

−2.3%Worst dropSmaller wins−9.7%

7.0%VolatilityLower wins13.5%

3–1ACII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACII · CGDV

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACII	Innovator Index Autocallable Income Strategy ETFRead Desk	0.79%	9.30%	+1.0%	+5.8%	+8.9%	new	new	−2.3%	$185M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACII	Innovator Index Autocallable Income Strategy ETFRead Desk	0.79%	9.30%	+1.0%	+5.8%	+8.9%	new	new	−2.3%	$185M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACII vs CGDV

ACII

Innovator Index Autocallable Income Strategy

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureACIICGDV

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield9.30%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−2.3%−9.7%

Volatility · 1Y7.0%13.5%

3–1measures won
ACII first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ACII, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

ACIICGDVSCHDVIG

ACII—[…][…][…]

CGDV[…]—5.8%29.4%

SCHD[…]5.8%—14.5%

VIG[…]29.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$851most kept, ACII

ACII$930 − $79 = $851

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee