AMAX vs CGDV

AAMAX

BCGDV

Measures won3–2AMAX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income12.42%AMAX · $1,242 on $10k

Smallest drop−7.6%AMAX · worst fall in 1Y

Held in common0.0%AMAX and CGDV

AMAX

CGDV

Adaptive Hedged Multi-Asset Income ETF · $72MCapital Group Dividend Value ETF · $38.8B

+10.5%3 years · per year$13,500 · $20,044+26.1%

[…]5 years · per year[…]

1.37%Expense ratio$137 · $33 on $10k · lower wins0.33%

12.42%12-mo yield$1,242 · $122 on $10k1.22%

−7.6%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins12.6%

3–2AMAX wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsAMAX · 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	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.42%	+1.3%	+2.0%	+0.7%	+10.5%	new	−7.6%	$72M
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	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.42%	+1.3%	+2.0%	+0.7%	+10.5%	new	−7.6%	$72M
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

AMAX vs CGDV

AMAX

Adaptive Hedged Multi-Asset Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureAMAXCGDV

Fee1.37%0.33%

Cost on $10k a year$137$33

Yield12.42%1.22%

5 years, per year[…][…]

3 years, per year+10.5%+26.1%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y12.4%12.6%

3–2measures won
AMAX 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: AMAX, CGDV

Today

0.0%most shared, AMAX and CGDV

AMAXCGDV

AMAX—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

$1,105most kept, AMAX

AMAX$1,242 − $137 = $1,105

CGDV$122 − $33 = $89

KeptFee

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