EINC vs CGDV

AEINC

BCGDV

Measures won3–2EINC wins · of 6 · 5Y

$10,000 · 5Y$24,166EINC

Lowest cost0.33%CGDV · $33 on $10k

Most income4.70%EINC · $470 on $10k

Smallest drop−9.0%EINC · worst fall in 1Y

Held in common0.0%EINC and CGDV

EINC

CGDV

VanEck Energy Income ETF · $82MCapital Group Dividend Value ETF · $39.0B

+26.3%3 years · per year$20,165 · $20,044+26.1%

+19.3%5 years · per year$24,166 · […][…]

0.46%Expense ratio$46 · $33 on $10k · lower wins0.33%

4.70%12-mo yield$470 · $122 on $10k1.22%

−9.0%Worst dropSmaller wins−9.7%

17.4%VolatilityLower wins12.6%

3–2EINC wins

$10,000 · 5 yearsOne scale

Shared top holdingsEINC · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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
1	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.70%	−3.5%	+23.6%	+30.4%	+26.3%	+19.3%	−9.0%	$82M
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
1	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.70%	−3.5%	+23.6%	+30.4%	+26.3%	+19.3%	−9.0%	$82M
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

EINC vs CGDV

EINC

VanEck Energy Income

$24,166

CGDV

Capital Group Dividend Value

[…]

MeasureEINCCGDV

Fee0.46%0.33%

Cost on $10k a year$46$33

Yield4.70%1.22%

5 years, per year+19.3%[…]

3 years, per year+26.3%+26.1%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y17.4%12.6%

3–2measures won
EINC first

0.0%

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: EINC, CGDV

Today

0.0%most shared, EINC and CGDV

EINCCGDV

EINC—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$424most kept, EINC

EINC$470 − $46 = $424

CGDV$122 − $33 = $89

KeptFee

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