DIV vs CGDV

ADIV

BCGDV

Measures won3–2DIV wins · of 6 · 5Y

$10,000 · 5Y$13,278DIV

Lowest cost0.33%CGDV · $33 on $10k

Most income6.56%DIV · $656 on $10k

Smallest drop−5.4%DIV · worst fall in 1Y

Held in common0.8%DIV and CGDV

DIV

CGDV

Global X - SuperDividend U.S. ETF · $775MCapital Group Dividend Value ETF · $38.8B

+14.7%3 years · per year$15,110 · $20,044+26.1%

+5.8%5 years · per year$13,278 · […][…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

6.56%12-mo yield$656 · $122 on $10k1.22%

−5.4%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins12.6%

3–2DIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIV · CGDV

2.3%MO0.8%

Held in common0.8%

End-of-day Nov 4, 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	ADIV	Global X - SuperDividend U.S. ETFRead Desk		0.45%	6.56%	+0.4%	+16.9%	+20.3%	+14.7%	+5.8%	−5.4%	$775M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADIV	Global X - SuperDividend U.S. ETFRead Desk		0.45%	6.56%	+0.4%	+16.9%	+20.3%	+14.7%	+5.8%	−5.4%	$775M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIV vs CGDV

DIV

Global X - SuperDividend U.S.

$13,278

CGDV

Capital Group Dividend Value

[…]

MeasureDIVCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield6.56%1.22%

5 years, per year+5.8%[…]

3 years, per year+14.7%+26.1%

Worst drop · 1Y−5.4%−9.7%

Volatility · 1Y10.2%12.6%

3–2measures won
DIV first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIV, CGDV

Today

0.8%most shared, DIV and CGDV

DIVCGDV

DIV—0.8%

CGDV0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$611most kept, DIV

DIV$656 − $45 = $611

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee