CAIE vs CGDV

ACAIE

BCGDV

Measures won3–1CAIE wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income15.00%CAIE · $1,500 on $10k

Smallest drop−7.7%CAIE · worst fall in 1Y

Held in common0.0%CAIE and CGDV

CAIE

CGDV

Calamos Autocallable Income ETF · $1.4BCapital Group Dividend Value ETF · $37.9B

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

[…]5 years · per year[…]

0.74%Expense ratio$74 · $33 on $10k · lower wins0.33%

15.00%12-mo yield$1,500 · $127 on $10k1.27%

−7.7%Worst dropSmaller wins−9.7%

11.7%VolatilityLower wins13.4%

3–1CAIE wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCAIE · CGDV

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

Held in common0.0%

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	ACAIE	Calamos Autocallable Income ETFRead Desk		0.74%	15.00%	+0.2%	+7.5%	+8.2%	new	new	−7.7%	$1.4B
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	ACAIE	Calamos Autocallable Income ETFRead Desk		0.74%	15.00%	+0.2%	+7.5%	+8.2%	new	new	−7.7%	$1.4B
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

CAIE vs CGDV

CAIE

Calamos Autocallable Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCAIECGDV

Fee0.74%0.33%

Cost on $10k a year$74$33

Yield15.00%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y11.7%13.4%

3–1measures won
CAIE first

0.0%

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: CAIE, CGDV

Today

0.0%most shared, CAIE and CGDV

CAIECGDV

CAIE—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$1,426most kept, CAIE

CAIE$1,500 − $74 = $1,426

CGDV$127 − $33 = $94

KeptFee

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