CAIE vs CGDV5YCAIECAIEAvsBCGDVCGDVCalamos Autocallable Income ETF · $1.5BCapital Group Dividend Value ETF · $39.0BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income0.74%Expense ratio$74 · $33 on $10k · lower wins0.33%14.77%12-mo yield$1,477 · $124 on $10k1.24%Risk · 1 year
$10,000 in CAIE, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CAIE, CGDV, SCHDToday5.7%most shared, CGDV and SCHDCAIECGDVSCHDCAIE—0.0%0.0%CGDV0.0%—5.7%SCHD0.0%5.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAIE vs CGDV5YACAIECalamos Autocallable Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureCAIECGDVFee0.74%0.33%Cost on $10k a year$74$33Yield14.77%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%Worst drop · 1Y−7.7%−9.7%Volatility · 1Y11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ACAIECalamos Autocallable Income ETFReadDesk0.74%14.77%−0.4%+9.2%+9.5%newnew−7.7%$1.5B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ACAIECalamos Autocallable Income ETFReadDesk0.74%14.77%−0.4%+9.2%+9.5%newnew−7.7%$1.5B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CAIE, CGDV, SCHDToday5.7%most shared, CGDV and SCHDCAIECGDVSCHDCAIE—0.0%0.0%CGDV0.0%—5.7%SCHD0.0%5.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,403most kept, CAIECAIE$1,477 − $74 = $1,403SCHD$292 − $6 = $286CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee