CGDV vs SCAP

ACGDV

BSCAP

Measures won3–1CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income8.66%SCAP · $866 on $10k

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

Held in common0.0%CGDV and SCAP

CGDV

SCAP

Capital Group Dividend Value ETF · $39.0BInfrastructure Capital Small Cap Income ETF · $18M

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $220 on $10k · lower wins2.20%

1.27%12-mo yield$127 · $866 on $10k8.66%

−9.7%Worst dropSmaller wins−13.9%

13.4%VolatilityLower wins17.8%

3–1CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · SCAP

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							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	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M

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	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk		2.20%	8.66%	−4.9%	−0.1%	+6.5%	new	new	−13.9%	$18M

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 SCAP

CGDV

Capital Group Dividend Value

[…]

SCAP

Infrastructure Capital Small Cap Income

[…]

MeasureCGDVSCAP

Fee0.33%2.20%

Cost on $10k a year$33$220

Yield1.27%8.66%

5 years, per year[…][…]

3 years, per year+24.0%[…]

Worst drop · 1Y−9.7%−13.9%

Volatility · 1Y13.4%17.8%

3–1measures won
CGDV first

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, SCAP

Today

0.0%most shared, CGDV and SCAP

CGDVSCAP

CGDV—0.0%

SCAP0.0%—

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

Income After Fees on $10,000

$646most kept, SCAP

SCAP$866 − $220 = $646

CGDV$127 − $33 = $94

KeptFee

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