DIVL vs CGDV

ADIVL

BCGDV

Measures won3–2DIVL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.68%DIVL · $168 on $10k

Smallest drop−6.9%DIVL · worst fall in 1Y

Held in common13.5%DIVL and CGDV

DIVL

CGDV

Madison Dividend Value ETF · $64MCapital Group Dividend Value ETF · $38.8B

+16.2%3 years · per year$15,708 · $20,044+26.1%

[…]5 years · per year[…]

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

1.68%12-mo yield$168 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−9.7%

10.7%VolatilityLower wins12.6%

3–2DIVL wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDIVL · CGDV

3.6%UNP2.5%

2.6%JPM2.1%

3.9%ABBV1.9%

5.3%XOM1.2%

Held in common13.5%

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							5Y/yr
1	ADIVL	Madison Dividend Value ETFRead Desk		0.65%	1.68%	+1.7%	+18.4%	+21.8%	+16.2%	new	−6.9%	$64M
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							5Y/yr
1	ADIVL	Madison Dividend Value ETFRead Desk		0.65%	1.68%	+1.7%	+18.4%	+21.8%	+16.2%	new	−6.9%	$64M
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

DIVL vs CGDV

DIVL

Madison Dividend Value

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDIVLCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield1.68%1.22%

5 years, per year[…][…]

3 years, per year+16.2%+26.1%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.7%12.6%

3–2measures won
DIVL first

13.5%

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: DIVL, CGDV

Today

13.5%most shared, DIVL and CGDV

DIVLCGDV

DIVL—13.5%

CGDV13.5%—

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

Income After Fees on $10,000

$103most kept, DIVL

DIVL$168 − $65 = $103

CGDV$122 − $33 = $89

KeptFee

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