EGGY vs CGDV

AEGGY

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income48.85%EGGY · $4,885 on $10k

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

Held in common5.4%EGGY and CGDV

EGGY

CGDV

NestYield Dynamic Income ETF · $148MCapital Group Dividend Value ETF · $39.0B

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

[…]5 years · per year[…]

0.95%Expense ratio$95 · $33 on $10k · lower wins0.33%

48.85%12-mo yield$4,885 · $122 on $10k1.22%

−38.1%Worst dropSmaller wins−9.7%

48.2%VolatilityLower wins12.6%

1–3CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEGGY · CGDV

4.5%LLY2.1%

5.1%GOOGL1.7%

12.5%STX0.9%

7.5%MU0.7%

Held in common5.4%

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	AEGGY	NestYield Dynamic Income ETFRead Desk		0.95%	48.85%	−3.2%	−6.9%	−15.8%	new	new	−38.1%	$148M
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	AEGGY	NestYield Dynamic Income ETFRead Desk		0.95%	48.85%	−3.2%	−6.9%	−15.8%	new	new	−38.1%	$148M
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

EGGY vs CGDV

EGGY

NestYield Dynamic Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureEGGYCGDV

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield48.85%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−38.1%−9.7%

Volatility · 1Y48.2%12.6%

3–1measures won
CGDV first

5.4%

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: EGGY, CGDV

Today

5.4%most shared, EGGY and CGDV

EGGYCGDV

EGGY—5.4%

CGDV5.4%—

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

Income After Fees on $10,000

$4,790most kept, EGGY

EGGY$4,885 − $95 = $4,790

CGDV$122 − $33 = $89

KeptFee

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