DIVZ vs CGDV

ADIVZ

BCGDV

Measures won3–2DIVZ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DIVZ $15,298

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 common24.9%DIVZ and CGDV

DIVZ

CGDV

Polen Dividend Income ETF · $319MCapital Group Dividend Value ETF · $39.5B

+16.0%3 years · per year$15,619 · $18,840+23.5%

+8.9%5 years · per year$15,298 · […][…]

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

2.59%12-mo yield$259 · $127 on $10k1.27%

−7.2%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.4%

3–2DIVZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVZ · CGDV

4.1%MSFT7.0%

3.1%RTX3.2%

2.6%UNP2.5%

2.5%AVGO4.0%

Held in common24.9%

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%	$120.5B
2	ADIVZ	Polen Dividend Income ETFRead Desk	0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$319M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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%	$120.5B
2	ADIVZ	Polen Dividend Income ETFRead Desk	0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$319M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

DIVZ vs CGDV

DIVZ

Polen Dividend Income

$15,298

CGDV

Capital Group Dividend Value

[…]

MeasureDIVZCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield2.59%1.27%

5 years, per year+8.9%[…]

3 years, per year+16.0%+23.5%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y10.3%13.4%

3–2measures won
DIVZ first

24.9%

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: DIVZ, CGDV, SCHD

Today

25.7%most shared, DIVZ and SCHD

DIVZCGDVSCHD

DIVZ—24.9%25.7%

CGDV24.9%—5.9%

SCHD25.7%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

DIVZ$259 − $65 = $194

CGDV$127 − $33 = $94

KeptFee

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