AGQI vs CGDV

AAGQI

BCGDV

Measures won3–1AGQI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.71%AGQI · $171 on $10k

Smallest drop−9.2%AGQI · worst fall in 1Y

Held in common10.8%AGQI and CGDV

AGQI

CGDV

First Trust Active Global Quality Income ETF · $50MCapital Group Dividend Value ETF · $37.8B

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

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

1.71%12-mo yield$171 · $124 on $10k1.24%

−9.2%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.5%

3–1AGQI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsAGQI · CGDV

6.3%MSFT6.9%

3.4%BATS.L2.6%

4.2%ABBV1.9%

Held in common10.8%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAGQI	First Trust Active Global Quality Income ETFRead Desk		0.85%	1.71%	+2.0%	+10.6%	+14.8%	new	new	−9.2%	$50M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAGQI	First Trust Active Global Quality Income ETFRead Desk		0.85%	1.71%	+2.0%	+10.6%	+14.8%	new	new	−9.2%	$50M
2	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

AGQI vs CGDV

AGQI

First Trust Active Global Quality Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureAGQICGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield1.71%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−9.2%−9.7%

Volatility · 1Y12.9%13.5%

3–1measures won
AGQI first

10.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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: AGQI, CGDV

Today

10.8%most shared, AGQI and CGDV

AGQICGDV

AGQI—10.8%

CGDV10.8%—

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

Income After Fees on $10,000

$91most kept, CGDV

CGDV$124 − $33 = $91

AGQI$171 − $85 = $86

KeptFee

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