CGDV vs SPYM

ACGDV

BSPYM

Measures won3–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VOO $18,115

Lowest cost0.02%SPYM · $2 on $10k

Most income1.22%CGDV · $122 on $10k

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

Held in common37.4%CGDV and SPYM

CGDV

SPYM

Capital Group Dividend Value ETF · $39.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+26.1%3 years · per year$20,044 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

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

1.22%12-mo yield$122 · $101 on $10k1.01%

−9.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.8%

3–2CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SPYM

6.3%NVDA7.7%

6.6%MSFT5.9%

4.4%AVGO2.4%

2.4%AMZN3.8%

Held in common37.4%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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

$18,126

MeasureCGDVSPYM

Fee0.33%0.02%

Cost on $10k a year$33$2

Yield1.22%1.01%

5 years, per year[…]+12.6%

3 years, per year+26.1%+24.3%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.6%12.8%

3–2measures won
CGDV first

37.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CGDV, SPYM, VOO

Today

94.5%most shared, SPYM and VOO

CGDVSPYMVOO

CGDV—37.4%36.9%

SPYM37.4%—94.5%

VOO36.9%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee