CGDV vs SIO

ACGDV

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income7.00%SIO · $700 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.3%CGDV and SIO

CGDV

SIO

Capital Group Dividend Value ETF · $37.9BTouchstone Strategic Income ETF · $306M

+23.5%3 years · per year$18,840 · $12,483+7.7%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $82 on $10k · lower wins0.82%

1.27%12-mo yield$127 · $700 on $10k7.00%

−9.7%Worst dropSmaller wins−3.6%

13.4%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCGDV · SIO

1.2%XOM0.2%

3.2%RTX0.2%

Held in common0.3%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BSIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

End-of-day Nov 6, 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%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BSIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

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 SIO

CGDV

Capital Group Dividend Value

[…]

SIO

Touchstone Strategic Income

[…]

MeasureCGDVSIO

Fee0.33%0.82%

Cost on $10k a year$33$82

Yield1.27%7.00%

5 years, per year[…][…]

3 years, per year+23.5%+7.7%

Worst drop · 1Y−9.7%−3.6%

Volatility · 1Y13.4%4.0%

3–2measures won
SIO first

0.3%

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, SIO

Today

0.3%most shared, CGDV and SIO

CGDVSIO

CGDV—0.3%

SIO0.3%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

CGDV$127 − $33 = $94

KeptFee

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