DIVS vs CGDV

ADIVS

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DIVS $15,845

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common17.9%DIVS and CGDV

DIVS

CGDV

Guinness Atkinson Dividend Builder ETF · $39MCapital Group Dividend Value ETF · $37.9B

+16.5%3 years · per year$15,823 · $18,840+23.5%

+9.6%5 years · per year$15,845 · […][…]

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

2.72%12-mo yield$272 · $127 on $10k1.27%

−10.6%Worst dropSmaller wins−9.7%

11.1%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVS · CGDV

3.7%MSFT7.0%

3.1%AVGO4.0%

2.8%NVDA5.7%

4.0%CSCO2.4%

Held in common17.9%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk	0.98%	2.72%	−0.8%	+13.0%	+15.2%	+16.5%	+9.6%	−10.6%	$39M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk	0.98%	2.72%	−0.8%	+13.0%	+15.2%	+16.5%	+9.6%	−10.6%	$39M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

DIVS vs CGDV

DIVS

Guinness Atkinson Dividend Builder

$15,845

CGDV

Capital Group Dividend Value

[…]

MeasureDIVSCGDV

Fee0.98%0.33%

Cost on $10k a year$98$33

Yield2.72%1.27%

5 years, per year+9.6%[…]

3 years, per year+16.5%+23.5%

Worst drop · 1Y−10.6%−9.7%

Volatility · 1Y11.1%13.4%

3–2measures won
CGDV first

17.9%

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: DIVS, CGDV, SCHD

Today

17.9%most shared, DIVS and CGDV

DIVSCGDVSCHD

DIVS—17.9%12.6%

CGDV17.9%—5.9%

SCHD12.6%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DIVS$272 − $98 = $174

CGDV$127 − $33 = $94

KeptFee

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