EIPX vs CGDV

AEIPX

BCGDV

Measures won3–2EIPX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.74%EIPX · $274 on $10k

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

Held in common3.0%EIPX and CGDV

EIPX

CGDV

FT Energy Income Partners Strategy ETF · $588MCapital Group Dividend Value ETF · $39.0B

+20.3%3 years · per year$17,403 · $20,044+26.1%

[…]5 years · per year[…]

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

2.74%12-mo yield$274 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−9.7%

12.1%VolatilityLower wins12.6%

3–2EIPX wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEIPX · CGDV

2.7%XOM1.2%

0.8%NEE1.0%

0.5%CNQ.TO0.9%

0.5%FANG0.6%

Held in common3.0%

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							5Y/yr
1	AEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.74%	−2.1%	+27.2%	+29.5%	+20.3%	new	−6.9%	$588M
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	AEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.74%	−2.1%	+27.2%	+29.5%	+20.3%	new	−6.9%	$588M
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

EIPX vs CGDV

EIPX

FT Energy Income Partners Strategy

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureEIPXCGDV

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield2.74%1.22%

5 years, per year[…][…]

3 years, per year+20.3%+26.1%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y12.1%12.6%

3–2measures won
EIPX first

3.0%

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: EIPX, CGDV

Today

3.0%most shared, EIPX and CGDV

EIPXCGDV

EIPX—3.0%

CGDV3.0%—

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

Income After Fees on $10,000

$179most kept, EIPX

EIPX$274 − $95 = $179

CGDV$122 − $33 = $89

KeptFee

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