DVVY vs CGDV

ADVVY

BCGDV

Measures won0–1CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%DVVY · $33 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common28.1%DVVY and CGDV

DVVY

CGDV

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETF · $3MCapital Group Dividend Value ETF · $39.5B

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $33 on $10k · lower wins0.33%

0.82%12-mo yield$82 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

0–1CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDVVY · CGDV

6.7%MSFT7.0%

3.9%JPM2.2%

2.1%AAPL2.0%

1.9%RTX3.2%

Held in common28.1%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADVVY	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETFRead Desk		0.33%	0.82%	0.0%	new	new	new	new	[…]	$3M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADVVY	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETFRead Desk		0.33%	0.82%	0.0%	new	new	new	new	[…]	$3M
2	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

DVVY vs CGDV

DVVY

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDVVYCGDV

Fee0.33%0.33%

Cost on $10k a year$33$33

Yield0.82%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

1–0measures won
CGDV first

28.1%

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: DVVY, CGDV

Today

28.1%most shared, DVVY and CGDV

DVVYCGDV

DVVY—28.1%

CGDV28.1%—

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

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

DVVY$82 − $33 = $49

KeptFee

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