CGDV vs UDIV

ACGDV

BUDIV

Measures won1–4UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,543UDIV

Lowest cost0.06%UDIV · $6 on $10k

Most income1.48%UDIV · $148 on $10k

Smallest drop−8.4%UDIV · worst fall in 1Y

Held in common39.2%CGDV and UDIV

CGDV

UDIV

Capital Group Dividend Value ETF · $37.9BFranklin U.S. Core Dividend Tilt Index ETF · $159M

+23.5%3 years · per year$18,840 · $19,159+24.2%

[…]5 years · per year[…] · $18,543+13.1%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

1.27%12-mo yield$127 · $148 on $10k1.48%

−9.7%Worst dropSmaller wins−8.4%

13.4%VolatilityLower wins13.7%

1–4UDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · UDIV

7.0%MSFT6.5%

5.7%NVDA6.4%

2.5%AMZN4.0%

4.0%AVGO2.3%

Held in common39.2%

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

Both

5Y2 funds

#			Trend
1	BUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

Both

5Y2 funds

#			Trend
1	BUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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 UDIV

CGDV

Capital Group Dividend Value

[…]

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

MeasureCGDVUDIV

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.27%1.48%

5 years, per year[…]+13.1%

3 years, per year+23.5%+24.2%

Worst drop · 1Y−9.7%−8.4%

Volatility · 1Y13.4%13.7%

4–1measures won
UDIV first

39.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, UDIV

Today

39.2%most shared, CGDV and UDIV

CGDVUDIV

CGDV—39.2%

UDIV39.2%—

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

Income After Fees on $10,000

$142most kept, UDIV

UDIV$148 − $6 = $142

CGDV$127 − $33 = $94

KeptFee

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