CGDV vs SIO

ACGDV

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 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 · $37.8BTouchstone Strategic Income ETF · $306M

+23.7%3 years · per year$18,934 · $12,389+7.4%

[…]5 years · per year[…]

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

1.24%12-mo yield$124 · $700 on $10k7.00%

−9.7%Worst dropSmaller wins−3.6%

13.5%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SIO

1.1%XOM0.2%

3.2%RTX0.1%

Held in common0.3%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

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 SIO

CGDV

Capital Group Dividend Value

[…]

SIO

Touchstone Strategic Income

[…]

MeasureCGDVSIO

Fee0.33%0.82%

Cost on $10k a year$33$82

Yield1.24%7.00%

5 years, per year[…][…]

3 years, per year+23.7%+7.4%

Worst drop · 1Y−9.7%−3.6%

Volatility · 1Y13.5%4.0%

3–2measures won
SIO first

0.3%

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%

$122BAssets$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, SIO, VYM

Today

22.8%most shared, CGDV and VYM

CGDVSIOVYM

CGDV—0.3%22.8%

SIO0.3%—1.1%

VYM22.8%1.1%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

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