CGDV vs MPIM

ACGDV

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income3.52%MPIM · $352 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]CGDV and MPIM

CGDV

MPIM

Capital Group Dividend Value ETF · $37.9Bm+ Income Momentum Autocall ETF · $36M

+23.5%3 years · per year$18,840 · […][…]

[…]5 years · per year[…]

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

1.27%12-mo yield$127 · $352 on $10k3.52%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · MPIM

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

Held in common[…]

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.52%	+1.9%	new	new	new	new	[…]	$36M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.52%	+1.9%	new	new	new	new	[…]	$36M

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 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%3.52%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

1–1measures won
level

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, MPIM, VYM

Today

22.8%most shared, CGDV and VYM

CGDVMPIMVYM

CGDV—[…]22.8%

MPIM[…]—[…]

VYM22.8%[…]—

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

Income After Fees on $10,000

$282most kept, MPIM

MPIM$352 − $70 = $282

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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