DIVE vs CGDV

ADIVE

BCGDV

Measures won1–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common16.1%DIVE and CGDV

DIVE

CGDV

Dana Concentrated Dividend ETF · $50MCapital Group Dividend Value ETF · $37.9B

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

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

1.27%12-mo yield$127 · $127 on $10k1.27%

−11.5%Worst dropSmaller wins−9.7%

12.8%VolatilityLower wins13.4%

1–2CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVE · CGDV

3.0%META3.9%

4.8%AMZN2.5%

3.4%ABBV1.9%

5.5%PM1.7%

Held in common16.1%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
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

DIVE vs CGDV

DIVE

Dana Concentrated Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDIVECGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield1.27%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y12.8%13.4%

2–1measures won
CGDV first

16.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DIVE, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DIVECGDVVYM

DIVE—16.1%12.4%

CGDV16.1%—22.8%

VYM12.4%22.8%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

DIVE$127 − $65 = $62

KeptFee

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