DJD vs CGDV

ADJD

BCGDV

Measures won4–1DJD wins · of 6 · 5Y

$10,000 · 5Y$18,004DJD

Lowest cost0.07%DJD · $7 on $10k

Most income2.23%DJD · $223 on $10k

Smallest drop−5.7%DJD · worst fall in 1Y

Held in common12.1%DJD and CGDV

DJD

CGDV

Invesco Dow Jones Industrial Average Dividend ETF · $529MCapital Group Dividend Value ETF · $39.0B

+22.1%3 years · per year$18,192 · $19,064+24.0%

+12.5%5 years · per year$18,004 · […][…]

0.07%Expense ratio$7 · $33 on $10k · lower wins0.33%

2.23%12-mo yield$223 · $127 on $10k1.27%

−5.7%Worst dropSmaller wins−9.7%

11.8%VolatilityLower wins13.4%

4–1DJD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJD · CGDV

2.7%CSCO2.5%

3.2%JPM2.2%

1.5%MSFT7.0%

5.5%AMGN1.2%

Held in common12.1%

End-of-day Nov 5, 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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.23%	−2.5%	+21.2%	+27.0%	+22.1%	+12.5%	−5.7%	$529M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.23%	−2.5%	+21.2%	+27.0%	+22.1%	+12.5%	−5.7%	$529M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DJD vs CGDV

DJD

Invesco Dow Jones Industrial Average Dividend

$18,004

CGDV

Capital Group Dividend Value

[…]

MeasureDJDCGDV

Fee0.07%0.33%

Cost on $10k a year$7$33

Yield2.23%1.27%

5 years, per year+12.5%[…]

3 years, per year+22.1%+24.0%

Worst drop · 1Y−5.7%−9.7%

Volatility · 1Y11.8%13.4%

4–1measures won
DJD first

12.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DJD, CGDV

Today

12.1%most shared, DJD and CGDV

DJDCGDV

DJD—12.1%

CGDV12.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$216most kept, DJD

DJD$223 − $7 = $216

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee