DURA vs CGDV

ADURA

BCGDV

Measures won3–2DURA wins · of 6 · 5Y

$10,000 · 5Y$15,686DURA

Lowest cost0.30%DURA · $30 on $10k

Most income3.02%DURA · $302 on $10k

Smallest drop−7.0%DURA · worst fall in 1Y

Held in common12.5%DURA and CGDV

DURA

CGDV

VanEck Durable High Dividend ETF · $39MCapital Group Dividend Value ETF · $38.8B

+16.5%3 years · per year$15,794 · $20,044+26.1%

+9.4%5 years · per year$15,686 · […][…]

0.30%Expense ratio$30 · $33 on $10k · lower wins0.33%

3.02%12-mo yield$302 · $122 on $10k1.22%

−7.0%Worst dropSmaller wins−9.7%

14.9%VolatilityLower wins12.6%

3–2DURA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDURA · CGDV

1.8%UNP2.5%

5.3%PM1.7%

5.4%XOM1.2%

2.9%AMGN1.2%

Held in common12.5%

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	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.02%	+1.5%	+24.5%	+30.9%	+16.5%	+9.4%	−7.0%	$39M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.02%	+1.5%	+24.5%	+30.9%	+16.5%	+9.4%	−7.0%	$39M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

DURA vs CGDV

DURA

VanEck Durable High Dividend

$15,686

CGDV

Capital Group Dividend Value

[…]

MeasureDURACGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield3.02%1.22%

5 years, per year+9.4%[…]

3 years, per year+16.5%+26.1%

Worst drop · 1Y−7.0%−9.7%

Volatility · 1Y14.9%12.6%

3–2measures won
DURA first

12.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DURA, CGDV

Today

12.5%most shared, DURA and CGDV

DURACGDV

DURA—12.5%

CGDV12.5%—

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

Income After Fees on $10,000

$272most kept, DURA

DURA$302 − $30 = $272

CGDV$122 − $33 = $89

KeptFee

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