BIGY vs CGDV

ABIGY

BCGDV

Measures won3–1BIGY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income12.93%BIGY · $1,293 on $10k

Smallest drop−8.7%BIGY · worst fall in 1Y

Held in common41.2%BIGY and CGDV

BIGY

CGDV

YieldMax Target 12 Big 50 Option Income ETF · $31MCapital Group Dividend Value ETF · $39.5B

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

[…]5 years · per year[…]

1.09%Expense ratio$109 · $33 on $10k · lower wins0.33%

12.93%12-mo yield$1,293 · $127 on $10k1.27%

−8.7%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins13.4%

3–1BIGY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBIGY · CGDV

9.6%MSFT7.0%

7.3%NVDA5.7%

3.7%META3.9%

3.4%AVGO4.0%

Held in common41.2%

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	ABIGY	YieldMax Target 12 Big 50 Option Income ETFRead Desk		1.09%	12.93%	+1.1%	+2.0%	+2.6%	new	new	−8.7%	$31M
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	ABIGY	YieldMax Target 12 Big 50 Option Income ETFRead Desk		1.09%	12.93%	+1.1%	+2.0%	+2.6%	new	new	−8.7%	$31M
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

BIGY vs CGDV

BIGY

YieldMax Target 12 Big 50 Option Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBIGYCGDV

Fee1.09%0.33%

Cost on $10k a year$109$33

Yield12.93%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−8.7%−9.7%

Volatility · 1Y12.5%13.4%

3–1measures won
BIGY first

41.2%

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: BIGY, CGDV

Today

41.2%most shared, BIGY and CGDV

BIGYCGDV

BIGY—41.2%

CGDV41.2%—

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

Income After Fees on $10,000

$1,184most kept, BIGY

BIGY$1,293 − $109 = $1,184

CGDV$127 − $33 = $94

KeptFee

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