ARMS vs CGDV

AARMS

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]ARMS and CGDV

ARMS

CGDV

Aristotle Multi-Sector Income ETF · $5MCapital Group Dividend Value ETF · $37.8B

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

[…]5 years · per year[…]

0.59%Expense ratio$59 · $33 on $10k · lower wins0.33%

1.04%12-mo yield$104 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.5%

0–2CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARMS · CGDV

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

Held in common[…]

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AARMS	Aristotle Multi-Sector Income ETFRead Desk	0.59%	1.04%	+0.1%	new	new	new	new	[…]	$5M
3	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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AARMS	Aristotle Multi-Sector Income ETFRead Desk	0.59%	1.04%	+0.1%	new	new	new	new	[…]	$5M
3	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

ARMS vs CGDV

ARMS

Aristotle Multi-Sector Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureARMSCGDV

Fee0.59%0.33%

Cost on $10k a year$59$33

Yield1.04%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.5%

2–0measures won
CGDV first

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%

$120BAssets$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: ARMS, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

ARMSCGDVVYM

ARMS—[…][…]

CGDV[…]—22.8%

VYM[…]22.8%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

ARMS$104 − $59 = $45

KeptFee

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