CGDV vs KBWD

ACGDV

BKBWD

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$9,094KBWD

Lowest cost0.33%CGDV · $33 on $10k

Most income15.99%KBWD · $1,599 on $10k

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

Held in common0.0%CGDV and KBWD

CGDV

KBWD

Capital Group Dividend Value ETF · $39.5BInvesco KBW High Dividend Yield Financial ETF · $342M

+23.5%3 years · per year$18,840 · $11,283+4.1%

[…]5 years · per year[…] · $9,094−1.9%

0.33%Expense ratio$33 · $539 on $10k · lower wins5.39%

1.27%12-mo yield$127 · $1,599 on $10k15.99%

−9.7%Worst dropSmaller wins−23.4%

13.4%VolatilityLower wins17.5%

4–1CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · KBWD

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

Held in common0.0%

End-of-day Nov 6, 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
1	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs KBWD

CGDV

Capital Group Dividend Value

[…]

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

MeasureCGDVKBWD

Fee0.33%5.39%

Cost on $10k a year$33$539

Yield1.27%15.99%

5 years, per year[…]−1.9%

3 years, per year+23.5%+4.1%

Worst drop · 1Y−9.7%−23.4%

Volatility · 1Y13.4%17.5%

4–1measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, KBWD

Today

0.0%most shared, CGDV and KBWD

CGDVKBWD

CGDV—0.0%

KBWD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee