DJD vs CGDV

ADJD

BCGDV

Measures won4–1DJD wins · of 6 · 5Y

$10,000 · 5Y$17,815DJD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.0%DJD and CGDV

DJD

CGDV

Invesco Dow Jones Industrial Average Dividend ETF · $537MCapital Group Dividend Value ETF · $37.9B

+21.7%3 years · per year$18,029 · $18,840+23.5%

+12.2%5 years · per year$17,815 · […][…]

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

2.25%12-mo yield$225 · $127 on $10k1.27%

−5.7%Worst dropSmaller wins−9.7%

11.8%VolatilityLower wins13.4%

4–1DJD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDJD · CGDV

2.6%CSCO2.4%

3.1%JPM2.2%

1.5%MSFT7.0%

5.4%AMGN1.2%

Held in common12.0%

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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk	0.07%	2.25%	−0.8%	+20.2%	+24.8%	+21.7%	+12.2%	−5.7%	$537M
2	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
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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk	0.07%	2.25%	−0.8%	+20.2%	+24.8%	+21.7%	+12.2%	−5.7%	$537M
2	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
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

DJD vs CGDV

DJD

Invesco Dow Jones Industrial Average Dividend

$17,815

CGDV

Capital Group Dividend Value

[…]

MeasureDJDCGDV

Fee0.07%0.33%

Cost on $10k a year$7$33

Yield2.25%1.27%

5 years, per year+12.2%[…]

3 years, per year+21.7%+23.5%

Worst drop · 1Y−5.7%−9.7%

Volatility · 1Y11.8%13.4%

4–1measures won
DJD first

12.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DJD, CGDV, SCHD

Today

28.8%most shared, DJD and SCHD

DJDCGDVSCHD

DJD—12.0%28.8%

CGDV12.0%—5.9%

SCHD28.8%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

DJD$225 − $7 = $218

CGDV$127 − $33 = $94

KeptFee

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