CGDV vs SDY

ACGDV

BSDY

Measures won2–3SDY wins · of 6 · 5Y

$10,000 · 5Y$15,022SDY

Lowest cost0.33%CGDV · $33 on $10k

Most income2.32%SDY · $232 on $10k

Smallest drop−7.7%SDY · worst fall in 1Y

Held in common8.2%CGDV and SDY

CGDV

SDY

Capital Group Dividend Value ETF · $39.0BState Street SPDR S&P Dividend ETF · $22.3B

+24.0%3 years · per year$19,064 · $15,723+16.3%

[…]5 years · per year[…] · $15,022+8.5%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

1.27%12-mo yield$127 · $232 on $10k2.32%

−9.7%Worst dropSmaller wins−7.7%

13.4%VolatilityLower wins11.5%

2–3SDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · SDY

1.9%ABBV1.2%

1.2%XOM1.0%

1.0%NEE1.6%

1.0%ABT1.3%

Held in common8.2%

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	BSDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.32%	−1.4%	+19.1%	+22.7%	+16.3%	+8.5%	−7.7%	$22.3B
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	BSDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.32%	−1.4%	+19.1%	+22.7%	+16.3%	+8.5%	−7.7%	$22.3B
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 SDY

CGDV

Capital Group Dividend Value

[…]

SDY

SPDR S&P Dividend

$15,022

MeasureCGDVSDY

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield1.27%2.32%

5 years, per year[…]+8.5%

3 years, per year+24.0%+16.3%

Worst drop · 1Y−9.7%−7.7%

Volatility · 1Y13.4%11.5%

3–2measures won
SDY first

8.2%

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, SDY

Today

8.2%most shared, CGDV and SDY

CGDVSDY

CGDV—8.2%

SDY8.2%—

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

Income After Fees on $10,000

$197most kept, SDY

SDY$232 − $35 = $197

CGDV$127 − $33 = $94

KeptFee

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