AMEI vs CGDV

AAMEI

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.23%CGDV · $123 on $10k

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

Held in common24.0%AMEI and CGDV

AMEI

CGDV

Amana Equity Income ETF · $6MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

0.76%Expense ratio$76 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $123 on $10k1.23%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins12.6%

0–2CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsAMEI · CGDV

6.7%MSFT6.5%

3.9%AVGO4.3%

3.4%CSCO2.5%

2.7%LIN.DE2.3%

Held in common24.0%

End-of-day Nov 3, 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	AAMEI	Amana Equity Income ETFRead Desk		0.76%	0.00%	+0.2%	new	new	new	new	[…]	$6M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAMEI	Amana Equity Income ETFRead Desk		0.76%	0.00%	+0.2%	new	new	new	new	[…]	$6M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

AMEI vs CGDV

AMEI

Amana Equity Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureAMEICGDV

Fee0.76%0.33%

Cost on $10k a year$76$33

Yield0.00%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]12.6%

2–0measures won
CGDV first

24.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AMEI, CGDV

Today

24.0%most shared, AMEI and CGDV

AMEICGDV

AMEI—24.0%

CGDV24.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, CGDV

CGDV$123 − $33 = $90

AMEI$0 − $76 = −$76

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee