DIVZ vs CGDV

ADIVZ

BCGDV

Measures won3–2DIVZ wins · of 6 · 5Y

$10,000 · 5Y$15,818DIVZ

Lowest cost0.33%CGDV · $33 on $10k

Most income2.50%DIVZ · $250 on $10k

Smallest drop−7.2%DIVZ · worst fall in 1Y

Held in common25.0%DIVZ and CGDV

DIVZ

CGDV

Polen Dividend Income ETF · $315MCapital Group Dividend Value ETF · $39.0B

+17.7%3 years · per year$16,308 · $20,044+26.1%

+9.6%5 years · per year$15,818 · […][…]

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

2.50%12-mo yield$250 · $122 on $10k1.22%

−7.2%Worst dropSmaller wins−9.7%

9.9%VolatilityLower wins12.6%

3–2DIVZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · CGDV

4.0%MSFT6.6%

3.2%RTX3.3%

2.8%AVGO4.4%

2.6%UNP2.5%

Held in common25.0%

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.50%	+1.5%	+8.0%	+12.9%	+17.7%	+9.6%	−7.2%	$315M
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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.50%	+1.5%	+8.0%	+12.9%	+17.7%	+9.6%	−7.2%	$315M
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

DIVZ vs CGDV

DIVZ

Polen Dividend Income

$15,818

CGDV

Capital Group Dividend Value

[…]

MeasureDIVZCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield2.50%1.22%

5 years, per year+9.6%[…]

3 years, per year+17.7%+26.1%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y9.9%12.6%

3–2measures won
DIVZ first

25.0%

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: DIVZ, CGDV

Today

25.0%most shared, DIVZ and CGDV

DIVZCGDV

DIVZ—25.0%

CGDV25.0%—

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

Income After Fees on $10,000

$185most kept, DIVZ

DIVZ$250 − $65 = $185

CGDV$122 − $33 = $89

KeptFee

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