DIVL vs CGDV

ADIVL

BCGDV

Measures won3–2DIVL wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common13.6%DIVL and CGDV

DIVL

CGDV

Madison Dividend Value ETF · $65MCapital Group Dividend Value ETF · $39.5B

+15.0%3 years · per year$15,228 · $19,064+24.0%

[…]5 years · per year[…]

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

1.73%12-mo yield$173 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins13.4%

3–2DIVL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVL · CGDV

3.6%UNP2.5%

2.7%JPM2.2%

3.9%ABBV1.9%

3.0%AMGN1.2%

Held in common13.6%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.73%	−2.5%	+15.4%	+18.9%	+15.0%	new	−6.9%	$65M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.73%	−2.5%	+15.4%	+18.9%	+15.0%	new	−6.9%	$65M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 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

Yield1.73%1.27%

5 years, per year[…][…]

3 years, per year+15.0%+24.0%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.0%13.4%

3–2measures won
DIVL first

13.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIVL, CGDV, SCHD

Today

29.5%most shared, DIVL and SCHD

DIVLCGDVSCHD

DIVL—13.6%29.5%

CGDV13.6%—5.8%

SCHD29.5%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DIVL$173 − $65 = $108

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee