EFAA vs CGDV

AEFAA

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income8.54%EFAA · $854 on $10k

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

Held in common0.4%EFAA and CGDV

EFAA

CGDV

Invesco MSCI EAFE Income Advantage ETF · $672MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.42%Expense ratio$42 · $33 on $10k · lower wins0.33%

8.54%12-mo yield$854 · $127 on $10k1.27%

−10.1%Worst dropSmaller wins−9.7%

12.8%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsEFAA · CGDV

0.4%BATS.L2.6%

Held in common0.4%

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							5Y/yr
1	AEFAA	Invesco MSCI EAFE Income Advantage ETFRead Desk		0.42%	8.54%	−2.1%	+7.4%	+11.9%	new	new	−10.1%	$672M
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							5Y/yr
1	AEFAA	Invesco MSCI EAFE Income Advantage ETFRead Desk		0.42%	8.54%	−2.1%	+7.4%	+11.9%	new	new	−10.1%	$672M
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

EFAA vs CGDV

EFAA

Invesco MSCI EAFE Income Advantage

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureEFAACGDV

Fee0.42%0.33%

Cost on $10k a year$42$33

Yield8.54%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−10.1%−9.7%

Volatility · 1Y12.8%13.4%

2–2measures won
level

0.4%

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: EFAA, CGDV

Today

0.4%most shared, EFAA and CGDV

EFAACGDV

EFAA—0.4%

CGDV0.4%—

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

Income After Fees on $10,000

$812most kept, EFAA

EFAA$854 − $42 = $812

CGDV$127 − $33 = $94

KeptFee

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