CGDV vs GPIX

ACGDV

BGPIX

Measures won2–3GPIX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income8.43%GPIX · $843 on $10k

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

Held in common37.3%CGDV and GPIX

CGDV

GPIX

Capital Group Dividend Value ETF · $37.8BGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+23.7%3 years · per year$18,934 · $17,221+19.9%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

1.24%12-mo yield$124 · $843 on $10k8.43%

−9.7%Worst dropSmaller wins−7.7%

13.5%VolatilityLower wins12.1%

2–3GPIX wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · GPIX

6.9%MSFT6.2%

5.9%NVDA7.1%

2.5%AMZN4.0%

4.1%META2.2%

Held in common37.3%

End-of-day Nov 9, 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%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B

End-of-day Nov 9, 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%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs GPIX

CGDV

Capital Group Dividend Value

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureCGDVGPIX

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield1.24%8.43%

5 years, per year[…][…]

3 years, per year+23.7%+19.9%

Worst drop · 1Y−9.7%−7.7%

Volatility · 1Y13.5%12.1%

3–2measures won
GPIX first

37.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CGDV, GPIX

Today

37.3%most shared, CGDV and GPIX

CGDVGPIX

CGDV—37.3%

GPIX37.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee