CARY vs CGDV

ACARY

BCGDV

Measures won3–2CARY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income5.93%CARY · $593 on $10k

Smallest drop−2.3%CARY · worst fall in 1Y

Held in common0.0%CARY and CGDV

CARY

CGDV

Angel Oak Income ETF · $1.4BCapital Group Dividend Value ETF · $38.8B

+7.1%3 years · per year$12,283 · $20,044+26.1%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $33 on $10k · lower wins0.33%

5.93%12-mo yield$593 · $122 on $10k1.22%

−2.3%Worst dropSmaller wins−9.7%

2.1%VolatilityLower wins12.6%

3–2CARY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCARY · 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							5Y/yr
1	ACARY	Angel Oak Income ETFRead Desk		1.00%	5.93%	+0.2%	+2.2%	+3.2%	+7.1%	new	−2.3%	$1.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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							5Y/yr
1	ACARY	Angel Oak Income ETFRead Desk		1.00%	5.93%	+0.2%	+2.2%	+3.2%	+7.1%	new	−2.3%	$1.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

CARY vs CGDV

CARY

Angel Oak Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCARYCGDV

Fee1.00%0.33%

Cost on $10k a year$100$33

Yield5.93%1.22%

5 years, per year[…][…]

3 years, per year+7.1%+26.1%

Worst drop · 1Y−2.3%−9.7%

Volatility · 1Y2.1%12.6%

3–2measures won
CARY 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CARY, CGDV

Today

0.0%most shared, CARY and CGDV

CARYCGDV

CARY—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

$493most kept, CARY

CARY$593 − $100 = $493

CGDV$122 − $33 = $89

KeptFee

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