CGCP vs CGDV

ACGCP

BCGDV

Measures won3–2CGCP wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.11%CGCP · $511 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 · $8.7BCapital Group Dividend Value ETF · $39.5B

+5.8%3 years · per year$11,838 · $18,840+23.5%

[…]5 years · per year[…]

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

5.11%12-mo yield$511 · $127 on $10k1.27%

−4.5%Worst dropSmaller wins−9.7%

4.1%VolatilityLower wins13.4%

3–2CGCP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGCP · CGDV

0.0%ORCL2.7%

Held in common0.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ACGCP	Capital Group Core Plus Income ETFRead Desk	0.34%	5.11%	−0.2%	−0.5%	+0.5%	+5.8%	new	−4.5%	$8.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ACGCP	Capital Group Core Plus Income ETFRead Desk	0.34%	5.11%	−0.2%	−0.5%	+0.5%	+5.8%	new	−4.5%	$8.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

Yield5.11%1.27%

5 years, per year[…][…]

3 years, per year+5.8%+23.5%

Worst drop · 1Y−4.5%−9.7%

Volatility · 1Y4.1%13.4%

3–2measures won
CGCP first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGCP, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

CGCPCGDVSCHD

CGCP—0.0%0.0%

CGDV0.0%—5.9%

SCHD0.0%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, CGCP

CGCP$511 − $34 = $477

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee