CGDV vs GISC

ACGDV

BGISC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.48%GISC · $148 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%CGDV and GISC

CGDV

GISC

Capital Group Dividend Value ETF · $38.8BGuggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M

+26.1%3 years · per year$20,044 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $47 on $10k · lower wins0.47%

1.22%12-mo yield$122 · $148 on $10k1.48%

−9.7%Worst dropSmaller wins[…]

12.6%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · GISC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B
2	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk		0.47%	1.48%	−0.5%	new	new	new	new	[…]	$93M

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	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B
2	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk		0.47%	1.48%	−0.5%	new	new	new	new	[…]	$93M

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

CGDV vs GISC

CGDV

Capital Group Dividend Value

[…]

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureCGDVGISC

Fee0.33%0.47%

Cost on $10k a year$33$47

Yield1.22%1.48%

5 years, per year[…][…]

3 years, per year+26.1%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y12.6%[…]

1–1measures won
level

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGDV, GISC

Today

0.0%most shared, CGDV and GISC

CGDVGISC

CGDV—0.0%

GISC0.0%—

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

Income After Fees on $10,000

$101most kept, GISC

GISC$148 − $47 = $101

CGDV$122 − $33 = $89

KeptFee

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