ADIV vs CGDV

AADIV

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,724ADIV

Lowest cost0.33%CGDV · $33 on $10k

Most income3.14%ADIV · $314 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common4.8%ADIV and CGDV

ADIV

CGDV

Guinness Atkinson Asia Pacific Dividend Builder ETF · $54MCapital Group Dividend Value ETF · $38.8B

+19.2%3 years · per year$16,928 · $20,044+26.1%

+8.0%5 years · per year$14,724 · […][…]

1.95%Expense ratio$195 · $33 on $10k · lower wins0.33%

3.14%12-mo yield$314 · $122 on $10k1.22%

−10.2%Worst dropSmaller wins−9.7%

14.0%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsADIV · CGDV

2.7%AVGO4.4%

3.4%TSM2.1%

Held in common4.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.14%	+1.3%	+9.9%	+9.4%	+19.2%	+8.0%	−10.2%	$54M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.14%	+1.3%	+9.9%	+9.4%	+19.2%	+8.0%	−10.2%	$54M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ADIV vs CGDV

ADIV

Guinness Atkinson Asia Pacific Dividend Builder

$14,724

CGDV

Capital Group Dividend Value

[…]

MeasureADIVCGDV

Fee1.95%0.33%

Cost on $10k a year$195$33

Yield3.14%1.22%

5 years, per year+8.0%[…]

3 years, per year+19.2%+26.1%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y14.0%12.6%

4–1measures won
CGDV first

4.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ADIV, CGDV

Today

4.8%most shared, ADIV and CGDV

ADIVCGDV

ADIV—4.8%

CGDV4.8%—

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

Income After Fees on $10,000

$119most kept, ADIV

ADIV$314 − $195 = $119

CGDV$122 − $33 = $89

KeptFee

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