Compare2 funds · 1 pair
Picked · 2YTD
Close to theseFee · YTD
Best of the twoNov 6
  • Lowest cost$ a year on $10kCGDV 0.33%
  • Most incometrailing 12-month yieldCGDV 1.27%
  • Best 5 yearsper year[…]
  • Smallest drop · 1Yworst fall in the past yearCGDV −9.7%
Measures won4–0CGDV wins · of 6 · 5Y
$10,000 · 5Y[…]no history on file
Lowest cost0.33%CGDV · $33 on $10k
Most income1.27%CGDV · $127 on $10k
Smallest drop−9.7%CGDV · worst fall in 1Y
Held in common0.0%CGDV and SCDV

CGDV vs SCDV

5Y
CGDV
SCDV
Capital Group Dividend Value ETF · $39.5BETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF · $152M
+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 · $43 on $10k0.43%
−9.7%Worst dropSmaller wins−11.4%
13.4%VolatilityLower wins16.2%
4–0CGDV wins
$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · SCDV

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
@TheETFTracker·theetftracker.com

Both

5Y2 funds
#Trend5Y/yr
1ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.27%−0.1%+9.6%+12.9%+23.5%new−9.7%$39.5B
2BSCDVETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETFReadDesk0.70%0.43%+0.5%+7.9%+6.3%newnew−11.4%$152M
End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
@TheETFTracker·theetftracker.com

Cards for this view

CGDV vs SCDV

5Y
Capital Group Dividend Value
[…]
ETF Series Solutions - Bahl & Gaynor Small Cap Dividend
[…]
MeasureCGDVSCDV
Fee0.33%0.70%
Cost on $10k a year$33$70
Yield1.27%0.43%
5 years, per year[…][…]
3 years, per year+23.5%[…]
Worst drop · 1Y−9.7%−11.4%
Volatility · 1Y13.4%16.2%
4–0measures won
CGDV first
0.0%
holdings shared
Nov 6, 2026 · $10,000 five years ago, dividends reinvested
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Overlap: CGDV, SCDV

Today
0.0%most shared, CGDV and SCDV
CGDVSCDV
CGDV—0.0%
SCDV0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$94most kept, CGDV
CGDV$127 − $33 = $94
SCDV$43 − $70 = −$27
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com