DMX vs CGDV

ADMX

BCGDV

Measures won3–1DMX wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income5.88%DMX · $588 on $10k

Smallest drop−1.9%DMX · worst fall in 1Y

Held in common[…]DMX and CGDV

DMX

CGDV

DoubleLine Multi-Sector Income ETF · $108MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

5.88%12-mo yield$588 · $127 on $10k1.27%

−1.9%Worst dropSmaller wins−9.7%

2.2%VolatilityLower wins13.4%

3–1DMX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDMX · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADMX	DoubleLine Multi-Sector Income ETFRead Desk	0.50%	5.88%	−0.2%	+2.0%	+3.4%	new	new	−1.9%	$108M
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADMX	DoubleLine Multi-Sector Income ETFRead Desk	0.50%	5.88%	−0.2%	+2.0%	+3.4%	new	new	−1.9%	$108M
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

DMX vs CGDV

DMX

DoubleLine Multi-Sector Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDMXCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield5.88%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−1.9%−9.7%

Volatility · 1Y2.2%13.4%

3–1measures won
DMX first

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: DMX, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DMXCGDVVYM

DMX—[…][…]

CGDV[…]—22.8%

VYM[…]22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$538most kept, DMX

DMX$588 − $50 = $538

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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