DIVY vs CGDV

ADIVY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,164DIVY

Lowest cost0.33%CGDV · $33 on $10k

Most income2.73%DIVY · $273 on $10k

Smallest drop−9.0%DIVY · worst fall in 1Y

Held in common2.5%DIVY and CGDV

DIVY

CGDV

Sound Equity Dividend Income ETF · $28MCapital Group Dividend Value ETF · $39.0B

+15.6%3 years · per year$15,446 · $20,044+26.1%

+10.1%5 years · per year$16,164 · […][…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

2.73%12-mo yield$273 · $122 on $10k1.22%

−9.0%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVY · CGDV

3.4%CSCO2.5%

Held in common2.5%

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
1	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.73%	+2.8%	+25.7%	+31.2%	+15.6%	+10.1%	−9.0%	$28M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.73%	+2.8%	+25.7%	+31.2%	+15.6%	+10.1%	−9.0%	$28M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

DIVY vs CGDV

DIVY

Sound Equity Dividend Income

$16,164

CGDV

Capital Group Dividend Value

[…]

MeasureDIVYCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield2.73%1.22%

5 years, per year+10.1%[…]

3 years, per year+15.6%+26.1%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y13.7%12.6%

3–2measures won
CGDV first

2.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIVY, CGDV

Today

2.5%most shared, DIVY and CGDV

DIVYCGDV

DIVY—2.5%

CGDV2.5%—

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

CGDV$122 − $33 = $89

KeptFee

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