CGDG vs CGDV

ACGDG

BCGDV

Measures won3–2CGDG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.23%CGDG · $223 on $10k

Smallest drop−7.7%CGDG · worst fall in 1Y

Held in common25.2%CGDG and CGDV

CGDG

CGDV

Capital Group Dividend Growers ETF · $5.9BCapital Group Dividend Value ETF · $39.0B

+19.7%3 years · per year$17,145 · $20,044+26.1%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $33 on $10k · lower wins0.33%

2.23%12-mo yield$223 · $122 on $10k1.22%

−7.7%Worst dropSmaller wins−9.7%

10.7%VolatilityLower wins12.6%

3–2CGDG wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDG · CGDV

3.6%AVGO4.4%

3.9%TSM2.1%

1.9%BATS.L2.5%

2.2%ABBV1.9%

Held in common25.2%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDG	Capital Group Dividend Growers ETFRead Desk		0.47%	2.23%	+2.0%	+11.7%	+15.0%	+19.7%	new	−7.7%	$5.9B
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	ACGDG	Capital Group Dividend Growers ETFRead Desk		0.47%	2.23%	+2.0%	+11.7%	+15.0%	+19.7%	new	−7.7%	$5.9B
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

CGDG vs CGDV

CGDG

Capital Group Dividend Growers

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCGDGCGDV

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield2.23%1.22%

5 years, per year[…][…]

3 years, per year+19.7%+26.1%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y10.7%12.6%

3–2measures won
CGDG first

25.2%

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: CGDG, CGDV

Today

25.2%most shared, CGDG and CGDV

CGDGCGDV

CGDG—25.2%

CGDV25.2%—

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

Income After Fees on $10,000

$176most kept, CGDG

CGDG$223 − $47 = $176

CGDV$122 − $33 = $89

KeptFee

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