BLUI vs CGDV

ABLUI

BCGDV

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income5.24%BLUI · $524 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%BLUI and CGDV

BLUI

CGDV

Bluemonte Diversified Income ETF · $122MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

5.24%12-mo yield$524 · $123 on $10k1.23%

−3.7%Worst dropSmaller wins−9.7%

4.0%VolatilityLower wins12.6%

3–1BLUI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBLUI · CGDV

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

Held in common0.0%

End-of-day Nov 3, 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	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.24%	−0.1%	+3.1%	+4.0%	new	new	−3.7%	$122M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.24%	−0.1%	+3.1%	+4.0%	new	new	−3.7%	$122M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

BLUI vs CGDV

BLUI

Bluemonte Diversified Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBLUICGDV

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield5.24%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−3.7%−9.7%

Volatility · 1Y4.0%12.6%

3–1measures won
BLUI first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BLUI, CGDV

Today

0.0%most shared, BLUI and CGDV

BLUICGDV

BLUI—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee