DDIV vs CGDV

ADDIV

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DDIV $15,340

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.4%DDIV and CGDV

DDIV

CGDV

First Trust Dorsey Wright Momentum & Dividend ETF · $71MCapital Group Dividend Value ETF · $37.9B

+20.6%3 years · per year$17,554 · $18,840+23.5%

+8.9%5 years · per year$15,340 · […][…]

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%

14.8%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDDIV · CGDV

2.3%JPM2.2%

3.3%AMGN1.2%

1.0%CSCO2.4%

Held in common4.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk	0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$71M
3	BCGDV	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk	0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$71M
3	BCGDV	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

DDIV vs CGDV

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,340

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+20.6%+23.5%

Worst drop · 1Y−11.3%−9.7%

Volatility · 1Y14.8%13.4%

4–1measures won
CGDV first

4.4%

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: DDIV, CGDV, SCHD

Today

11.3%most shared, DDIV and SCHD

DDIVCGDVSCHD

DDIV—4.4%11.3%

CGDV4.4%—5.9%

SCHD11.3%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DDIV$166 − $60 = $106

CGDV$127 − $33 = $94

KeptFee

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