CSHI vs CGDV

ACSHI

BCGDV

Measures won3–2CSHI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.83%CSHI · $483 on $10k

Smallest drop−0.3%CSHI · worst fall in 1Y

Held in common0.0%CSHI and CGDV

CSHI

CGDV

Neos Enhanced Income Cash Alternative ETF · $2.1BCapital Group Dividend Value ETF · $39.5B

+5.2%3 years · per year$11,631 · $19,064+24.0%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

4.83%12-mo yield$483 · $127 on $10k1.27%

−0.3%Worst dropSmaller wins−9.7%

0.8%VolatilityLower wins13.4%

3–2CSHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSHI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACSHI	Neos Enhanced Income Cash Alternative ETFRead Desk	0.38%	4.83%	−0.3%	+3.7%	+4.5%	+5.2%	new	−0.3%	$2.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACSHI	Neos Enhanced Income Cash Alternative ETFRead Desk	0.38%	4.83%	−0.3%	+3.7%	+4.5%	+5.2%	new	−0.3%	$2.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

Cards for this view

CSHI vs CGDV

CSHI

Neos Enhanced Income Cash Alternative

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCSHICGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield4.83%1.27%

5 years, per year[…][…]

3 years, per year+5.2%+24.0%

Worst drop · 1Y−0.3%−9.7%

Volatility · 1Y0.8%13.4%

3–2measures won
CSHI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSHI, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

CSHICGDVSCHD

CSHI—0.0%0.0%

CGDV0.0%—5.8%

SCHD0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$445most kept, CSHI

CSHI$483 − $38 = $445

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee