DIVI vs CGDV

ADIVI

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,156DIVI

Lowest cost0.09%DIVI · $9 on $10k

Most income3.63%DIVI · $363 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common1.1%DIVI and CGDV

DIVI

CGDV

Franklin International Core Dividend Tilt Index ETF · $2.7BCapital Group Dividend Value ETF · $39.0B

+21.6%3 years · per year$17,973 · $20,044+26.1%

+13.9%5 years · per year$19,156 · […][…]

0.09%Expense ratio$9 · $33 on $10k · lower wins0.33%

3.63%12-mo yield$363 · $122 on $10k1.22%

−10.5%Worst dropSmaller wins−9.7%

15.6%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVI · CGDV

1.1%BATS.L2.5%

Held in common1.1%

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	ADIVI	Franklin International Core Dividend Tilt Index ETFRead Desk		0.09%	3.63%	+2.7%	+14.1%	+19.0%	+21.6%	+13.9%	−10.5%	$2.7B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	ADIVI	Franklin International Core Dividend Tilt Index ETFRead Desk		0.09%	3.63%	+2.7%	+14.1%	+19.0%	+21.6%	+13.9%	−10.5%	$2.7B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

DIVI vs CGDV

DIVI

Franklin International Core Dividend Tilt Index

$19,156

CGDV

Capital Group Dividend Value

[…]

MeasureDIVICGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.63%1.22%

5 years, per year+13.9%[…]

3 years, per year+21.6%+26.1%

Worst drop · 1Y−10.5%−9.7%

Volatility · 1Y15.6%12.6%

3–2measures won
CGDV first

1.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIVI, CGDV

Today

1.1%most shared, DIVI and CGDV

DIVICGDV

DIVI—1.1%

CGDV1.1%—

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

Income After Fees on $10,000

$354most kept, DIVI

DIVI$363 − $9 = $354

CGDV$122 − $33 = $89

KeptFee

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