CGDV vs ATCL5YCGDVCGDVAvsBATCLATCLCapital Group Dividend Value ETF · $38.8BREX Autocallable Income ETF · $45MReturns · dividends in+23.9%3 years · per year$19,001 · […][…][…]5 years · per year[…]Cost and income0.33%Expense ratio$33 · $65 on $10k · lower wins0.65%1.23%12-mo yield$123 · $956 on $10k9.56%Risk · 1 year
$10,000 in CGDV, ATCL, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, ATCL, SCHDToday5.8%most shared, CGDV and SCHDCGDVATCLSCHDCGDV—[…]5.8%ATCL[…]—[…]SCHD5.8%[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CGDV vs ATCL5YACGDVCapital Group Dividend Value[…]vsATCLBREX Autocallable Income[…]MeasureCGDVATCLFee0.33%0.65%Cost on $10k a year$33$65Yield1.23%9.56%5 years, per year[…][…]3 years, per year+23.9%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.8B3BATCLREX Autocallable Income ETFReadDesk0.65%9.56%+1.1%newnewnewnew[…]$45MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.8B3BATCLREX Autocallable Income ETFReadDesk0.65%9.56%+1.1%newnewnewnew[…]$45MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: CGDV, ATCL, SCHDToday5.8%most shared, CGDV and SCHDCGDVATCLSCHDCGDV—[…]5.8%ATCL[…]—[…]SCHD5.8%[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$891most kept, ATCLATCL$956 − $65 = $891SCHD$293 − $6 = $287CGDV$123 − $33 = $90KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee