CGDV vs EIPX

ACGDV

BEIPX

Measures won2–3EIPX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.68%EIPX · $268 on $10k

Smallest drop−6.9%EIPX · worst fall in 1Y

Held in common3.0%CGDV and EIPX

CGDV

EIPX

Capital Group Dividend Value ETF · $38.8BFT Energy Income Partners Strategy ETF · $590M

+26.0%3 years · per year$19,988 · $17,798+21.2%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $95 on $10k · lower wins0.95%

1.23%12-mo yield$123 · $268 on $10k2.68%

−9.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.8%

2–3EIPX wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · EIPX

1.3%XOM2.8%

1.0%NEE0.8%

0.6%FANG0.5%

0.9%CNQ.TO0.5%

Held in common3.0%

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	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
2	BEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.68%	−0.4%	+30.0%	+32.7%	+21.2%	new	−6.9%	$590M

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	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
2	BEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.68%	−0.4%	+30.0%	+32.7%	+21.2%	new	−6.9%	$590M

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

CGDV vs EIPX

CGDV

Capital Group Dividend Value

[…]

EIPX

FT Energy Income Partners Strategy

[…]

MeasureCGDVEIPX

Fee0.33%0.95%

Cost on $10k a year$33$95

Yield1.23%2.68%

5 years, per year[…][…]

3 years, per year+26.0%+21.2%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.6%11.8%

3–2measures won
EIPX first

3.0%

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: CGDV, EIPX

Today

3.0%most shared, CGDV and EIPX

CGDVEIPX

CGDV—3.0%

EIPX3.0%—

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

Income After Fees on $10,000

$173most kept, EIPX

EIPX$268 − $95 = $173

CGDV$123 − $33 = $90

KeptFee

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