EASY vs CGDV

AEASY

BCGDV

Measures won3–1EASY wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.34%EASY · $1,134 on $10k

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

Held in common9.6%EASY and CGDV

EASY

CGDV

Liberty One Defensive Dividend Growth ETF · $69MCapital Group Dividend Value ETF · $39.5B

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

[…]5 years · per year[…]

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

11.34%12-mo yield$1,134 · $127 on $10k1.27%

−6.4%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins13.4%

3–1EASY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEASY · CGDV

4.6%MSFT7.0%

4.1%LLY2.1%

4.1%MDLZ1.1%

4.2%MCD1.0%

Held in common9.6%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk	0.88%	11.34%	−0.9%	+28.7%	+29.6%	new	new	−6.4%	$69M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk	0.88%	11.34%	−0.9%	+28.7%	+29.6%	new	new	−6.4%	$69M
3	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

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

Yield11.34%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−6.4%−9.7%

Volatility · 1Y12.4%13.4%

3–1measures won
EASY first

9.6%

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: EASY, CGDV, SCHD

Today

11.8%most shared, EASY and SCHD

EASYCGDVSCHD

EASY—9.6%11.8%

CGDV9.6%—5.9%

SCHD11.8%5.9%—

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

Income After Fees on $10,000

$1,046most kept, EASY

EASY$1,134 − $88 = $1,046

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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