BIZD vs CGDV

ABIZD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$12,547BIZD

Lowest cost0.33%CGDV · $33 on $10k

Most income12.32%BIZD · $1,232 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%BIZD and CGDV

BIZD

CGDV

VanEck BDC Income ETF · $1.5BCapital Group Dividend Value ETF · $39.0B

+6.2%3 years · per year$11,977 · $20,044+26.1%

+4.6%5 years · per year$12,547 · […][…]

9.69%Expense ratio$969 · $33 on $10k · lower wins0.33%

12.32%12-mo yield$1,232 · $122 on $10k1.22%

−15.4%Worst dropSmaller wins−9.7%

19.4%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBIZD · CGDV

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

Held in common0.0%

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
1	ABIZD	VanEck BDC Income ETFRead Desk		9.69%	12.32%	+2.1%	−2.1%	−0.7%	+6.2%	+4.6%	−15.4%	$1.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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
1	ABIZD	VanEck BDC Income ETFRead Desk		9.69%	12.32%	+2.1%	−2.1%	−0.7%	+6.2%	+4.6%	−15.4%	$1.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

BIZD vs CGDV

BIZD

VanEck BDC Income

$12,547

CGDV

Capital Group Dividend Value

[…]

MeasureBIZDCGDV

Fee9.69%0.33%

Cost on $10k a year$969$33

Yield12.32%1.22%

5 years, per year+4.6%[…]

3 years, per year+6.2%+26.1%

Worst drop · 1Y−15.4%−9.7%

Volatility · 1Y19.4%12.6%

4–1measures won
CGDV first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BIZD, CGDV

Today

0.0%most shared, BIZD and CGDV

BIZDCGDV

BIZD—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$263most kept, BIZD

BIZD$1,232 − $969 = $263

CGDV$122 − $33 = $89

KeptFee

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