DDIV vs CGDV

ADDIV

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$15,325DDIV

Lowest cost0.33%CGDV · $33 on $10k

Most income1.66%DDIV · $166 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common4.4%DDIV and CGDV

DDIV

CGDV

First Trust Dorsey Wright Momentum & Dividend ETF · $72MCapital Group Dividend Value ETF · $39.0B

+21.0%3 years · per year$17,716 · $19,064+24.0%

+8.9%5 years · per year$15,325 · […][…]

0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%

1.66%12-mo yield$166 · $127 on $10k1.27%

−11.3%Worst dropSmaller wins−9.7%

14.9%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · CGDV

2.3%JPM2.2%

3.3%AMGN1.2%

1.1%CSCO2.5%

Held in common4.4%

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

Both

5Y2 funds

#			Trend
1	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	−2.7%	+8.3%	+16.2%	+21.0%	+8.9%	−11.3%	$72M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend
1	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	−2.7%	+8.3%	+16.2%	+21.0%	+8.9%	−11.3%	$72M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

DDIV vs CGDV

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,325

CGDV

Capital Group Dividend Value

[…]

MeasureDDIVCGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield1.66%1.27%

5 years, per year+8.9%[…]

3 years, per year+21.0%+24.0%

Worst drop · 1Y−11.3%−9.7%

Volatility · 1Y14.9%13.4%

4–1measures won
CGDV first

4.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DDIV, CGDV

Today

4.4%most shared, DDIV and CGDV

DDIVCGDV

DDIV—4.4%

CGDV4.4%—

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

Income After Fees on $10,000

$106most kept, DDIV

DDIV$166 − $60 = $106

CGDV$127 − $33 = $94

KeptFee

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