CGDV vs SDOG

ACGDV

BSDOG

Measures won2–3SDOG wins · of 6 · 5Y

$10,000 · 5Y$16,865SDOG · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%SDOG · $336 on $10k

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

Held in common8.6%CGDV and SDOG

CGDV

SDOG

Capital Group Dividend Value ETF · $37.8BALPS Sector Dividend Dogs ETF · $1.4B

+23.7%3 years · per year$18,934 · $17,756+21.1%

[…]5 years · per year[…] · $16,865+11.0%

0.33%Expense ratio$33 · $36 on $10k · lower wins0.36%

1.24%12-mo yield$124 · $336 on $10k3.36%

−9.7%Worst dropSmaller wins−7.3%

13.5%VolatilityLower wins12.1%

2–3SDOG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SDOG

2.6%SBUX2.2%

3.1%CMCSA2.0%

1.9%ABBV2.3%

1.7%IP2.1%

Held in common8.6%

End-of-day Nov 9, 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	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SDOG

CGDV

Capital Group Dividend Value

[…]

SDOG

ALPS Sector Dividend Dogs

$16,865

MeasureCGDVSDOG

Fee0.33%0.36%

Cost on $10k a year$33$36

Yield1.24%3.36%

5 years, per year[…]+11.0%

3 years, per year+23.7%+21.1%

Worst drop · 1Y−9.7%−7.3%

Volatility · 1Y13.5%12.1%

3–2measures won
SDOG first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CGDV, SDOG, SCHD

Today

33.1%most shared, SDOG and SCHD

CGDVSDOGSCHD

CGDV—8.6%5.8%

SDOG8.6%—33.1%

SCHD5.8%33.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee