BGIG vs CGDV

ABGIG

BCGDV

Measures won3–2BGIG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.72%BGIG · $172 on $10k

Smallest drop−6.1%BGIG · worst fall in 1Y

Held in common30.5%BGIG and CGDV

BGIG

CGDV

Bahl & Gaynor Income Growth ETF · $2.3BCapital Group Dividend Value ETF · $39.5B

+18.3%3 years · per year$16,575 · $18,840+23.5%

[…]5 years · per year[…]

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

1.72%12-mo yield$172 · $127 on $10k1.27%

−6.1%Worst dropSmaller wins−9.7%

9.5%VolatilityLower wins13.4%

3–2BGIG wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBGIG · CGDV

5.3%MSFT7.0%

3.5%AVGO4.0%

2.2%CSCO2.4%

3.0%JPM2.2%

Held in common30.5%

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	ABGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.72%	−0.1%	+13.4%	+15.6%	+18.3%	new	−6.1%	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	ABGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.72%	−0.1%	+13.4%	+15.6%	+18.3%	new	−6.1%	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

BGIG vs CGDV

BGIG

Bahl & Gaynor Income Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBGIGCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield1.72%1.27%

5 years, per year[…][…]

3 years, per year+18.3%+23.5%

Worst drop · 1Y−6.1%−9.7%

Volatility · 1Y9.5%13.4%

3–2measures won
BGIG first

30.5%

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: BGIG, CGDV

Today

30.5%most shared, BGIG and CGDV

BGIGCGDV

BGIG—30.5%

CGDV30.5%—

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

Income After Fees on $10,000

$127most kept, BGIG

BGIG$172 − $45 = $127

CGDV$127 − $33 = $94

KeptFee

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