EIPI vs CGDV

AEIPI

BCGDV

Measures won3–1EIPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.89%EIPI · $689 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 · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

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

6.89%12-mo yield$689 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

11.1%VolatilityLower wins13.4%

3–1EIPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEIPI · CGDV

3.4%XOM1.2%

1.3%NEE1.1%

Held in common2.2%

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	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
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk	1.11%	6.89%	−0.1%	+16.0%	+19.3%	new	new	−6.7%	$1.1B
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	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
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk	1.11%	6.89%	−0.1%	+16.0%	+19.3%	new	new	−6.7%	$1.1B
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

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

Yield6.89%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y11.1%13.4%

3–1measures won
EIPI first

2.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EIPI, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

EIPICGDVSCHD

EIPI—2.2%4.2%

CGDV2.2%—5.9%

SCHD4.2%5.9%—

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

Income After Fees on $10,000

$578most kept, EIPI

EIPI$689 − $111 = $578

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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