AMAX vs CGDV

AAMAX

BCGDV

Measures won3–2AMAX wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.67%AMAX · $1,267 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%AMAX and CGDV

AMAX

CGDV

Adaptive Hedged Multi-Asset Income ETF · $74MCapital Group Dividend Value ETF · $39.0B

+9.8%3 years · per year$13,241 · $19,064+24.0%

[…]5 years · per year[…]

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

12.67%12-mo yield$1,267 · $127 on $10k1.27%

−7.6%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins13.4%

3–2AMAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMAX · CGDV

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.67%	−1.9%	0.0%	−0.3%	+9.8%	new	−7.6%	$74M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.67%	−1.9%	0.0%	−0.3%	+9.8%	new	−7.6%	$74M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

Yield12.67%1.27%

5 years, per year[…][…]

3 years, per year+9.8%+24.0%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y12.5%13.4%

3–2measures won
AMAX first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AMAX, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

AMAXCGDVSCHD

AMAX—0.0%0.0%

CGDV0.0%—5.8%

SCHD0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,130most kept, AMAX

AMAX$1,267 − $137 = $1,130

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee