ADVE vs CGDV

AADVE

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.46%ADVE · $246 on $10k

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

Held in common0.0%ADVE and CGDV

ADVE

CGDV

Matthews Asia Dividend Active ETF ADVE · $9MCapital Group Dividend Value ETF · $38.8B

+19.2%3 years · per year$16,938 · $20,044+26.1%

[…]5 years · per year[…]

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

2.46%12-mo yield$246 · $122 on $10k1.22%

−11.7%Worst dropSmaller wins−9.7%

19.9%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsADVE · CGDV

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

Held in common0.0%

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							5Y/yr
1	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk		0.79%	2.46%	0.0%	+14.1%	+16.1%	+19.2%	new	−11.7%	$9M
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							5Y/yr
1	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk		0.79%	2.46%	0.0%	+14.1%	+16.1%	+19.2%	new	−11.7%	$9M
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

ADVE vs CGDV

ADVE

Matthews Asia Dividend Active ETF ADVE

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureADVECGDV

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield2.46%1.22%

5 years, per year[…][…]

3 years, per year+19.2%+26.1%

Worst drop · 1Y−11.7%−9.7%

Volatility · 1Y19.9%12.6%

4–1measures won
CGDV first

0.0%

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: ADVE, CGDV

Today

0.0%most shared, ADVE and CGDV

ADVECGDV

ADVE—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$167most kept, ADVE

ADVE$246 − $79 = $167

CGDV$122 − $33 = $89

KeptFee

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