CGDV vs MPIM

ACGDV

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income3.58%MPIM · $358 on $10k

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

Held in common[…]CGDV and MPIM

CGDV

MPIM

Capital Group Dividend Value ETF · $39.0Bm+ Income Momentum Autocall ETF · $37M

+24.0%3 years · per year$19,064 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $70 on $10k · lower wins0.70%

1.27%12-mo yield$127 · $358 on $10k3.58%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · MPIM

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

Held in common[…]

End-of-day Nov 5, 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%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B
2	BMPIM	m+ Income Momentum Autocall ETFRead Desk		0.70%	3.58%	−7.1%	new	new	new	new	[…]	$37M

End-of-day Nov 5, 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%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B
2	BMPIM	m+ Income Momentum Autocall ETFRead Desk		0.70%	3.58%	−7.1%	new	new	new	new	[…]	$37M

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

Cards for this view

CGDV vs MPIM

CGDV

Capital Group Dividend Value

[…]

MPIM

m+ Income Momentum Autocall

[…]

MeasureCGDVMPIM

Fee0.33%0.70%

Cost on $10k a year$33$70

Yield1.27%3.58%

5 years, per year[…][…]

3 years, per year+24.0%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGDV, MPIM

Today

[…]holdings […]

CGDVMPIM

CGDV—[…]

MPIM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$288most kept, MPIM

MPIM$358 − $70 = $288

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee