DIVI vs CGDV

ADIVI

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,344DIVI · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.77%DIVI · $377 on $10k

Smallest drop−6.9%SCHD · 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 · $39.5B

+19.6%3 years · per year$17,118 · $18,840+23.5%

+12.9%5 years · per year$18,344 · […][…]

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

3.77%12-mo yield$377 · $127 on $10k1.27%

−10.5%Worst dropSmaller wins−9.7%

15.8%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVI · CGDV

1.1%BATS.L2.7%

Held in common1.1%

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	ADIVI	Franklin International Core Dividend Tilt Index ETFRead Desk	0.09%	3.77%	−0.9%	+9.8%	+14.8%	+19.6%	+12.9%	−10.5%	$2.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	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 Three

5Y3 funds

#
1	ADIVI	Franklin International Core Dividend Tilt Index ETFRead Desk	0.09%	3.77%	−0.9%	+9.8%	+14.8%	+19.6%	+12.9%	−10.5%	$2.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	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

DIVI vs CGDV

DIVI

Franklin International Core Dividend Tilt Index

$18,344

CGDV

Capital Group Dividend Value

[…]

MeasureDIVICGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.77%1.27%

5 years, per year+12.9%[…]

3 years, per year+19.6%+23.5%

Worst drop · 1Y−10.5%−9.7%

Volatility · 1Y15.8%13.4%

3–2measures won
CGDV first

1.1%

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: DIVI, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

DIVICGDVSCHD

DIVI—1.1%0.0%

CGDV1.1%—5.9%

SCHD0.0%5.9%—

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

Income After Fees on $10,000

$368most kept, DIVI

DIVI$377 − $9 = $368

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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