EASY vs CGDV

AEASY

BCGDV

Measures won3–1EASY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income11.24%EASY · $1,124 on $10k

Smallest drop−6.4%EASY · worst fall in 1Y

Held in common9.4%EASY and CGDV

EASY

CGDV

Liberty One Defensive Dividend Growth ETF · $68MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.88%Expense ratio$88 · $33 on $10k · lower wins0.33%

11.24%12-mo yield$1,124 · $122 on $10k1.22%

−6.4%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins12.6%

3–1EASY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEASY · CGDV

4.6%MSFT6.6%

4.3%LLY2.1%

4.1%MDLZ1.0%

4.1%MCD0.9%

Held in common9.4%

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							5Y/yr
1	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.24%	+2.5%	+29.9%	+31.5%	new	new	−6.4%	$68M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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							5Y/yr
1	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.24%	+2.5%	+29.9%	+31.5%	new	new	−6.4%	$68M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

EASY vs CGDV

EASY

Liberty One Defensive Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureEASYCGDV

Fee0.88%0.33%

Cost on $10k a year$88$33

Yield11.24%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−6.4%−9.7%

Volatility · 1Y12.4%12.6%

3–1measures won
EASY first

9.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EASY, CGDV

Today

9.4%most shared, EASY and CGDV

EASYCGDV

EASY—9.4%

CGDV9.4%—

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

Income After Fees on $10,000

$1,036most kept, EASY

EASY$1,124 − $88 = $1,036

CGDV$122 − $33 = $89

KeptFee

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