CGDV vs SPY

ACGDV

BSPY

Measures won3–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.24%CGDV · $124 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common37.3%CGDV and SPY

CGDV

SPY

Capital Group Dividend Value ETF · $37.8BState Street SPDR S&P 500 ETF · $778B

+23.7%3 years · per year$18,934 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

1.24%12-mo yield$124 · $101 on $10k1.01%

−9.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.7%

3–2CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · SPY

6.9%MSFT6.2%

5.9%NVDA7.1%

2.5%AMZN4.0%

4.0%AVGO2.2%

Held in common37.3%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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

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 SPY

CGDV

Capital Group Dividend Value

[…]

SPY

SPDR S&P 500

$17,493

MeasureCGDVSPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield1.24%1.01%

5 years, per year[…]+11.8%

3 years, per year+23.7%+21.9%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y13.5%13.7%

3–2measures won
CGDV first

37.3%

holdings shared

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

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

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

Overlap: CGDV, SPY

Today

37.3%most shared, CGDV and SPY

CGDVSPY

CGDV—37.3%

SPY37.3%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

CGDV$124 − $33 = $91

KeptFee

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