DEFR vs CGDV

ADEFR

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−5.0%DEFR · worst fall in 1Y

Held in common0.0%DEFR and CGDV

DEFR

CGDV

ETF Series Solutions - Aptus Deferred Income ETF · $162MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $127 on $10k1.27%

−5.0%Worst dropSmaller wins−9.7%

4.7%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDEFR · 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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADEFR	ETF Series Solutions - Aptus Deferred Income ETFRead Desk		0.79%	0.00%	−0.9%	−0.9%	−0.1%	new	new	−5.0%	$162M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADEFR	ETF Series Solutions - Aptus Deferred Income ETFRead Desk		0.79%	0.00%	−0.9%	−0.9%	−0.1%	new	new	−5.0%	$162M
2	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

DEFR vs CGDV

DEFR

ETF Series Solutions - Aptus Deferred Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDEFRCGDV

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield0.00%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−5.0%−9.7%

Volatility · 1Y4.7%13.4%

2–2measures won
level

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: DEFR, CGDV

Today

0.0%most shared, DEFR and CGDV

DEFRCGDV

DEFR—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

DEFR$0 − $79 = −$79

KeptFee

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