CGCP vs CGDV

ACGCP

BCGDV

Measures won3–2CGCP wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income5.14%CGCP · $514 on $10k

Smallest drop−4.5%CGCP · worst fall in 1Y

Held in common0.0%CGCP and CGDV

CGCP

CGDV

Capital Group Core Plus Income ETF · $8.6BCapital Group Dividend Value ETF · $38.8B

+5.8%3 years · per year$11,856 · $19,988+26.0%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $33 on $10k · lower wins0.33%

5.14%12-mo yield$514 · $123 on $10k1.23%

−4.5%Worst dropSmaller wins−9.7%

4.1%VolatilityLower wins12.6%

3–2CGCP wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGCP · CGDV

0.0%ORCL2.8%

Held in common0.0%

End-of-day Nov 3, 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	ACGCP	Capital Group Core Plus Income ETFRead Desk		0.34%	5.14%	−0.2%	−1.0%	−0.4%	+5.8%	new	−4.5%	$8.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGCP	Capital Group Core Plus Income ETFRead Desk		0.34%	5.14%	−0.2%	−1.0%	−0.4%	+5.8%	new	−4.5%	$8.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGCP vs CGDV

CGCP

Capital Group Core Plus Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCGCPCGDV

Fee0.34%0.33%

Cost on $10k a year$34$33

Yield5.14%1.23%

5 years, per year[…][…]

3 years, per year+5.8%+26.0%

Worst drop · 1Y−4.5%−9.7%

Volatility · 1Y4.1%12.6%

3–2measures won
CGCP first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CGCP, CGDV

Today

0.0%most shared, CGCP and CGDV

CGCPCGDV

CGCP—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$480most kept, CGCP

CGCP$514 − $34 = $480

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee