DVY vs CGDV

ADVY

BCGDV

Measures won3–2DVY wins · of 6 · 5Y

$10,000 · 5Y$16,238DVY

Lowest cost0.33%CGDV · $33 on $10k

Most income3.31%DVY · $331 on $10k

Smallest drop−7.4%DVY · worst fall in 1Y

Held in common7.8%DVY and CGDV

DVY

CGDV

iShares Select Dividend ETF · $23.9BCapital Group Dividend Value ETF · $39.0B

+19.7%3 years · per year$17,164 · $19,064+24.0%

+10.2%5 years · per year$16,238 · […][…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

3.31%12-mo yield$331 · $127 on $10k1.27%

−7.4%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins13.4%

3–2DVY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVY · CGDV

1.2%PM1.7%

1.1%IP1.7%

1.1%CMCSA3.1%

1.3%MDLZ1.0%

Held in common7.8%

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	ADVY	iShares Select Dividend ETFRead Desk		0.38%	3.31%	−1.7%	+16.9%	+20.8%	+19.7%	+10.2%	−7.4%	$23.9B
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	ADVY	iShares Select Dividend ETFRead Desk		0.38%	3.31%	−1.7%	+16.9%	+20.8%	+19.7%	+10.2%	−7.4%	$23.9B
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

DVY vs CGDV

DVY

iShares Select Dividend

$16,238

CGDV

Capital Group Dividend Value

[…]

MeasureDVYCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield3.31%1.27%

5 years, per year+10.2%[…]

3 years, per year+19.7%+24.0%

Worst drop · 1Y−7.4%−9.7%

Volatility · 1Y11.5%13.4%

3–2measures won
DVY first

7.8%

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: DVY, CGDV

Today

7.8%most shared, DVY and CGDV

DVYCGDV

DVY—7.8%

CGDV7.8%—

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

Income After Fees on $10,000

$293most kept, DVY

DVY$331 − $38 = $293

CGDV$127 − $33 = $94

KeptFee

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