CGDV vs SNPD

ACGDV

BSNPD

Measures won1–4SNPD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.10%SNPD · $310 on $10k

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

Held in common8.3%CGDV and SNPD

CGDV

SNPD

Capital Group Dividend Value ETF · $39.5BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+23.5%3 years · per year$18,840 · $14,964+14.4%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%

1.27%12-mo yield$127 · $310 on $10k3.10%

−9.7%Worst dropSmaller wins−8.7%

13.4%VolatilityLower wins12.4%

1–4SNPD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SNPD

1.9%ABBV1.5%

1.2%XOM1.7%

1.5%0Y6X.L1.2%

1.1%NEE1.1%

Held in common8.3%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

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 SNPD

CGDV

Capital Group Dividend Value

[…]

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureCGDVSNPD

Fee0.33%0.15%

Cost on $10k a year$33$15

Yield1.27%3.10%

5 years, per year[…][…]

3 years, per year+23.5%+14.4%

Worst drop · 1Y−9.7%−8.7%

Volatility · 1Y13.4%12.4%

4–1measures won
SNPD first

8.3%

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, SNPD, SCHD

Today

16.5%most shared, SNPD and SCHD

CGDVSNPDSCHD

CGDV—8.3%5.9%

SNPD8.3%—16.5%

SCHD5.9%16.5%—

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

Income After Fees on $10,000

$295most kept, SNPD

SNPD$310 − $15 = $295

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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