EINC vs CGDV

AEINC

BCGDV

Measures won3–2EINC wins · of 6 · 5Y

$10,000 · 5Y$23,627EINC · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income4.87%EINC · $487 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%EINC and CGDV

EINC

CGDV

VanEck Energy Income ETF · $79MCapital Group Dividend Value ETF · $37.9B

+24.6%3 years · per year$19,354 · $18,840+23.5%

+18.8%5 years · per year$23,627 · […][…]

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

4.87%12-mo yield$487 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

17.6%VolatilityLower wins13.4%

3–2EINC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEINC · CGDV

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

Held in common0.0%

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	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

EINC vs CGDV

EINC

VanEck Energy Income

$23,627

CGDV

Capital Group Dividend Value

[…]

MeasureEINCCGDV

Fee0.46%0.33%

Cost on $10k a year$46$33

Yield4.87%1.27%

5 years, per year+18.8%[…]

3 years, per year+24.6%+23.5%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y17.6%13.4%

3–2measures won
EINC first

0.0%

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: EINC, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

EINCCGDVSCHD

EINC—0.0%1.3%

CGDV0.0%—5.9%

SCHD1.3%5.9%—

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

Income After Fees on $10,000

$441most kept, EINC

EINC$487 − $46 = $441

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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