CGDV vs UDIV5YCGDVCGDVAvsBUDIVUDIVCapital Group Dividend Value ETF · $39.0BFranklin U.S. Core Dividend Tilt Index ETF · $161MReturns · dividends in+23.5%3 years · per year$18,844 · $19,026+23.9%[…]5 years · per year[…] · $18,813+13.5%Cost and income0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%1.24%12-mo yield$124 · $144 on $10k
Overlap: CGDV, UDIV, SCHDToday38.7%most shared, CGDV and UDIVCGDVUDIVSCHDCGDV—38.7%5.7%UDIV38.7%—14.6%SCHD5.7%14.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGDV vs UDIV5YACGDVCapital Group Dividend Value[…]vsUDIVBFranklin U.S. Core Dividend Tilt Index$18,813MeasureCGDVUDIVFee0.33%0.06%Cost on $10k a year$33$6Yield1.24%1.44%5 years, per year[…]+13.5%3 years, per year+23.5%+23.9%Worst drop · 1Y−9.7%−8.4%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUDIVFranklin U.S. Core Dividend Tilt Index ETFReadDesk0.06%1.44%−0.4%+14.8%+15.1%+23.9%+13.5%−8.4%$161M2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUDIVFranklin U.S. Core Dividend Tilt Index ETFReadDesk0.06%1.44%−0.4%+14.8%+15.1%+23.9%+13.5%−8.4%$161M2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CGDV, UDIV, SCHDToday38.7%most shared, CGDV and UDIVCGDVUDIVSCHDCGDV—38.7%5.7%UDIV38.7%—14.6%SCHD5.7%14.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286UDIV$144 − $6 = $138CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee