CDC vs CGDV

ACDC

BCGDV

Measures won3–2CDC wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · CDC $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%CDC · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.2%CDC and CGDV

CDC

CGDV

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744MCapital Group Dividend Value ETF · $39.0B

+16.5%3 years · per year$15,832 · $20,044+26.1%

+7.1%5 years · per year$14,118 · […][…]

0.37%Expense ratio$37 · $33 on $10k · lower wins0.33%

3.00%12-mo yield$300 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins12.6%

3–2CDC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDC · CGDV

1.1%0Y6X.L1.4%

1.1%ABBV1.9%

1.0%XOM1.2%

1.1%MDLZ1.0%

Held in common8.2%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$744M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$744M
3	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

CDC vs CGDV

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$14,118

CGDV

Capital Group Dividend Value

[…]

MeasureCDCCGDV

Fee0.37%0.33%

Cost on $10k a year$37$33

Yield3.00%1.22%

5 years, per year+7.1%[…]

3 years, per year+16.5%+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y11.0%12.6%

3–2measures won
CDC first

8.2%

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: CDC, CGDV, SCHD

Today

21.9%most shared, CDC and SCHD

CDCCGDVSCHD

CDC—8.2%21.9%

CGDV8.2%—5.7%

SCHD21.9%5.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CDC$300 − $37 = $263

CGDV$122 − $33 = $89

KeptFee

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