BDVG vs CGDV

ABDVG

BCGDV

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.30%BDVG · $130 on $10k

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

Held in common14.9%BDVG and CGDV

BDVG

CGDV

iMGP Berkshire Dividend Growth ETF · $24MCapital Group Dividend Value ETF · $38.8B

+20.0%3 years · per year$17,271 · $20,044+26.1%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

1.30%12-mo yield$130 · $122 on $10k1.22%

−6.7%Worst dropSmaller wins−9.7%

10.5%VolatilityLower wins12.6%

3–2BDVG wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBDVG · CGDV

3.7%MSFT6.6%

3.9%CSCO2.5%

4.1%JPM2.1%

4.3%AAPL1.9%

Held in common14.9%

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	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk		0.55%	1.30%	+1.2%	+21.8%	+23.9%	+20.0%	new	−6.7%	$24M
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	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk		0.55%	1.30%	+1.2%	+21.8%	+23.9%	+20.0%	new	−6.7%	$24M
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

BDVG vs CGDV

BDVG

iMGP Berkshire Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBDVGCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield1.30%1.22%

5 years, per year[…][…]

3 years, per year+20.0%+26.1%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.5%12.6%

3–2measures won
BDVG first

14.9%

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: BDVG, CGDV

Today

14.9%most shared, BDVG and CGDV

BDVGCGDV

BDVG—14.9%

CGDV14.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

BDVG$130 − $55 = $75

KeptFee

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