DIVS vs CGDV

ADIVS

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,523DIVS

Lowest cost0.33%CGDV · $33 on $10k

Most income2.63%DIVS · $263 on $10k

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

Held in common18.1%DIVS and CGDV

DIVS

CGDV

Guinness Atkinson Dividend Builder ETF · $39MCapital Group Dividend Value ETF · $38.8B

+18.0%3 years · per year$16,416 · $20,044+26.1%

+10.6%5 years · per year$16,523 · […][…]

0.98%Expense ratio$98 · $33 on $10k · lower wins0.33%

2.63%12-mo yield$263 · $122 on $10k1.22%

−10.6%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVS · CGDV

3.7%MSFT6.6%

3.1%AVGO4.4%

2.8%NVDA6.3%

4.0%CSCO2.5%

Held in common18.1%

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	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk		0.98%	2.63%	+2.1%	+16.9%	+19.1%	+18.0%	+10.6%	−10.6%	$39M
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
1	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk		0.98%	2.63%	+2.1%	+16.9%	+19.1%	+18.0%	+10.6%	−10.6%	$39M
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

DIVS vs CGDV

DIVS

Guinness Atkinson Dividend Builder

$16,523

CGDV

Capital Group Dividend Value

[…]

MeasureDIVSCGDV

Fee0.98%0.33%

Cost on $10k a year$98$33

Yield2.63%1.22%

5 years, per year+10.6%[…]

3 years, per year+18.0%+26.1%

Worst drop · 1Y−10.6%−9.7%

Volatility · 1Y10.8%12.6%

3–2measures won
CGDV first

18.1%

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%

$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: DIVS, CGDV

Today

18.1%most shared, DIVS and CGDV

DIVSCGDV

DIVS—18.1%

CGDV18.1%—

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

Income After Fees on $10,000

$165most kept, DIVS

DIVS$263 − $98 = $165

CGDV$122 − $33 = $89

KeptFee

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