BGDV vs CGDV

ABGDV

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−8.4%BGDV · worst fall in 1Y

Held in common26.6%BGDV and CGDV

BGDV

CGDV

ETF Series Solutions - Bahl & Gaynor Dividend ETF · $849MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

0.96%12-mo yield$96 · $127 on $10k1.27%

−8.4%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsBGDV · CGDV

3.6%MSFT7.0%

2.8%NVDA5.7%

2.3%META3.9%

2.4%JPM2.2%

Held in common26.6%

End-of-day Nov 6, 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	ABGDV	ETF Series Solutions - Bahl & Gaynor Dividend ETFRead Desk		0.45%	0.96%	+0.1%	+12.3%	+15.8%	new	new	−8.4%	$849M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ABGDV	ETF Series Solutions - Bahl & Gaynor Dividend ETFRead Desk		0.45%	0.96%	+0.1%	+12.3%	+15.8%	new	new	−8.4%	$849M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BGDV vs CGDV

BGDV

ETF Series Solutions - Bahl & Gaynor Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBGDVCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield0.96%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.5%13.4%

2–2measures won
level

26.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BGDV, CGDV

Today

26.6%most shared, BGDV and CGDV

BGDVCGDV

BGDV—26.6%

CGDV26.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

BGDV$96 − $45 = $51

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee