CEFZ vs CGDV

ACEFZ

BCGDV

Measures won3–1CEFZ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income10.23%CEFZ · $1,023 on $10k

Smallest drop−6.7%CEFZ · worst fall in 1Y

Held in common0.0%CEFZ and CGDV

CEFZ

CGDV

RiverNorth Active Income ETF · $40MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

2.82%Expense ratio$282 · $33 on $10k · lower wins0.33%

10.23%12-mo yield$1,023 · $122 on $10k1.22%

−6.7%Worst dropSmaller wins−9.7%

10.6%VolatilityLower wins12.6%

3–1CEFZ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCEFZ · 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	ACEFZ	RiverNorth Active Income ETFRead Desk		2.82%	10.23%	+1.1%	+5.6%	+7.1%	new	new	−6.7%	$40M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACEFZ	RiverNorth Active Income ETFRead Desk		2.82%	10.23%	+1.1%	+5.6%	+7.1%	new	new	−6.7%	$40M
2	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

CEFZ vs CGDV

CEFZ

RiverNorth Active Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCEFZCGDV

Fee2.82%0.33%

Cost on $10k a year$282$33

Yield10.23%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.6%12.6%

3–1measures won
CEFZ 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%

$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: CEFZ, CGDV

Today

0.0%most shared, CEFZ and CGDV

CEFZCGDV

CEFZ—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

$741most kept, CEFZ

CEFZ$1,023 − $282 = $741

CGDV$122 − $33 = $89

KeptFee

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