EIPI vs CGDV

AEIPI

BCGDV

Measures won3–1EIPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income6.77%EIPI · $677 on $10k

Smallest drop−6.7%EIPI · worst fall in 1Y

Held in common2.2%EIPI and CGDV

EIPI

CGDV

FT Energy Income Partners Enhanced Income ETF · $1.1BCapital Group Dividend Value ETF · $39.0B

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

[…]5 years · per year[…]

1.11%Expense ratio$111 · $33 on $10k · lower wins0.33%

6.77%12-mo yield$677 · $122 on $10k1.22%

−6.7%Worst dropSmaller wins−9.7%

10.9%VolatilityLower wins12.6%

3–1EIPI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEIPI · CGDV

3.5%XOM1.2%

1.3%NEE1.0%

Held in common2.2%

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	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.77%	−2.0%	+18.1%	+21.5%	new	new	−6.7%	$1.1B
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	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.77%	−2.0%	+18.1%	+21.5%	new	new	−6.7%	$1.1B
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

EIPI vs CGDV

EIPI

FT Energy Income Partners Enhanced Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureEIPICGDV

Fee1.11%0.33%

Cost on $10k a year$111$33

Yield6.77%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.9%12.6%

3–1measures won
EIPI first

2.2%

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: EIPI, CGDV

Today

2.2%most shared, EIPI and CGDV

EIPICGDV

EIPI—2.2%

CGDV2.2%—

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

Income After Fees on $10,000

$566most kept, EIPI

EIPI$677 − $111 = $566

CGDV$122 − $33 = $89

KeptFee

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