CGDV vs TIZE

ACGDV

BTIZE

Measures won2–0CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · JEPI $14,118

Lowest cost0.08%DGRO · $8 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]CGDV and TIZE

CGDV

TIZE

Capital Group Dividend Value ETF · $39.5BTCW Securitized Income ETF · $31M

+23.5%3 years · per year$18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $40 on $10k · lower wins0.40%

1.27%12-mo yield$127 · $76 on $10k0.76%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

2–0CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · TIZE

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

Held in common[…]

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 Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

CGDV vs TIZE

CGDV

Capital Group Dividend Value

[…]

TIZE

TCW Securitized Income

[…]

MeasureCGDVTIZE

Fee0.33%0.40%

Cost on $10k a year$33$40

Yield1.27%0.76%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

2–0measures won
CGDV first

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: DGRO, TIZE, JEPI, CGDV

Today

34.3%most shared, DGRO and JEPI

DGROTIZEJEPICGDV

DGRO—[…]34.3%28.3%

TIZE[…]—[…][…]

JEPI34.3%[…]—27.1%

CGDV28.3%[…]27.1%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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