CGDV vs SCAP

ACGDV

BSCAP

Measures won3–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.65%SCAP · $865 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%CGDV and SCAP

CGDV

SCAP

Capital Group Dividend Value ETF · $39.5BInfrastructure Capital Small Cap Income ETF · $18M

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

[…]5 years · per year[…]

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

1.27%12-mo yield$127 · $865 on $10k8.65%

−9.7%Worst dropSmaller wins−13.9%

13.4%VolatilityLower wins17.7%

3–1CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SCAP

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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
3	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$18M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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
3	BSCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.65%	+0.1%	−0.1%	+5.6%	new	new	−13.9%	$18M

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 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%8.65%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%−13.9%

Volatility · 1Y13.4%17.7%

3–1measures 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, SCAP, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVSCAPSCHD

CGDV—0.0%5.9%

SCAP0.0%—2.5%

SCHD5.9%2.5%—

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

Income After Fees on $10,000

$645most kept, SCAP

SCAP$865 − $220 = $645

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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