CGDV vs SPYM

ACGDV

BSPYM

Measures won3–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.23%CGDV · $123 on $10k

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

Held in common37.1%CGDV and SPYM

CGDV

SPYM

Capital Group Dividend Value ETF · $38.8BState Street SPDR Portfolio S&P 500 ETF · $185B

+26.0%3 years · per year$19,988 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.33%Expense ratio$33 · $2 on $10k · lower wins0.02%

1.23%12-mo yield$123 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.7%

3–2CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · SPYM

6.2%NVDA7.8%

6.5%MSFT5.9%

4.3%AVGO2.5%

2.3%AMZN3.6%

Held in common37.1%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

CGDV vs SPYM

CGDV

Capital Group Dividend Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureCGDVSPYM

Fee0.33%0.02%

Cost on $10k a year$33$2

Yield1.23%1.03%

5 years, per year[…]+12.2%

3 years, per year+26.0%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.6%12.7%

3–2measures won
CGDV first

37.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CGDV, SPYM

Today

37.1%most shared, CGDV and SPYM

CGDVSPYM

CGDV—37.1%

SPYM37.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee