ATCL vs CGDV

AATCL

BCGDV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income9.87%ATCL · $987 on $10k

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

Held in common[…]ATCL and CGDV

ATCL

CGDV

REX Autocallable Income ETF · $46MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

9.87%12-mo yield$987 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsATCL · CGDV

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

Held in common[…]

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AATCL	REX Autocallable Income ETFRead Desk	0.65%	9.87%	−5.1%	new	new	new	new	[…]	$46M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AATCL	REX Autocallable Income ETFRead Desk	0.65%	9.87%	−5.1%	new	new	new	new	[…]	$46M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

ATCL vs CGDV

ATCL

REX Autocallable Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureATCLCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield9.87%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

1–1measures won
level

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ATCL, CGDV, JEPI

Today

27.2%most shared, CGDV and JEPI

ATCLCGDVJEPI

ATCL—[…][…]

CGDV[…]—27.2%

JEPI[…]27.2%—

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

Income After Fees on $10,000

$922most kept, ATCL

ATCL$987 − $65 = $922

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

KeptFee

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