CGDV vs REGL

ACGDV

BREGL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,767REGL

Lowest cost0.33%CGDV · $33 on $10k

Most income2.14%REGL · $214 on $10k

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

Held in common0.0%CGDV and REGL

CGDV

REGL

Capital Group Dividend Value ETF · $39.0BProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B

+24.0%3 years · per year$19,064 · $15,447+15.6%

[…]5 years · per year[…] · $14,767+8.1%

0.33%Expense ratio$33 · $40 on $10k · lower wins0.40%

1.27%12-mo yield$127 · $214 on $10k2.14%

−9.7%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins12.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · REGL

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

Held in common0.0%

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
1	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk		0.40%	2.14%	−1.7%	+12.1%	+15.9%	+15.6%	+8.1%	−9.7%	$1.8B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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
1	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk		0.40%	2.14%	−1.7%	+12.1%	+15.9%	+15.6%	+8.1%	−9.7%	$1.8B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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 REGL

CGDV

Capital Group Dividend Value

[…]

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,767

MeasureCGDVREGL

Fee0.33%0.40%

Cost on $10k a year$33$40

Yield1.27%2.14%

5 years, per year[…]+8.1%

3 years, per year+24.0%+15.6%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y13.4%12.8%

2–2measures won
level

0.0%

holdings shared

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, REGL

Today

0.0%most shared, CGDV and REGL

CGDVREGL

CGDV—0.0%

REGL0.0%—

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

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

CGDV$127 − $33 = $94

KeptFee

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