ADVE vs CGDV5YADVEADVEAvsBCGDVCGDVMatthews Asia Dividend Active ETF ADVE · $9MCapital Group Dividend Value ETF · $39.2BReturns · dividends in+18.0%3 years · per year$16,448 · $18,895+23.6%[…]5 years · per year[…]Cost and income0.79%Expense ratio$79 · $33 on $10k · lower wins0.33%2.45%12-mo yield$245 · $124 on $10k1.24%
$10,000 in ADVE, CGDV, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ADVE, CGDV, JEPIToday27.1%most shared, CGDV and JEPIADVECGDVJEPIADVE—0.0%0.0%CGDV0.0%—27.1%JEPI0.0%27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
ADVE vs CGDV5YAADVEMatthews Asia Dividend Active ETF ADVE[…]vsCGDVBCapital Group Dividend Value[…]MeasureADVECGDVFee0.79%0.33%Cost on $10k a year$79$33Yield2.45%1.24%5 years, per year[…][…]3 years, per year+18.0%+23.6%Worst drop · 1Y−11.7%−9.7%Volatility · 1Y20.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B2AADVEMatthews Asia Dividend Active ETF ADVEReadDesk0.79%2.45%−0.4%+14.4%+15.3%+18.0%new−11.7%$9M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B2AADVEMatthews Asia Dividend Active ETF ADVEReadDesk0.79%2.45%−0.4%+14.4%+15.3%+18.0%new−11.7%$9M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: ADVE, CGDV, JEPIToday27.1%most shared, CGDV and JEPIADVECGDVJEPIADVE—0.0%0.0%CGDV0.0%—27.1%JEPI0.0%27.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$751most kept, JEPIJEPI$786 − $35 = $751ADVE$245 − $79 = $166CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee