EIPX vs CGDV

AEIPX

BCGDV

Measures won3–2EIPX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.0%EIPX and CGDV

EIPX

CGDV

FT Energy Income Partners Strategy ETF · $565MCapital Group Dividend Value ETF · $37.9B

+19.4%3 years · per year$17,002 · $18,840+23.5%

[…]5 years · per year[…]

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

2.79%12-mo yield$279 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins13.4%

3–2EIPX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEIPX · CGDV

2.7%XOM1.2%

0.9%NEE1.1%

0.5%FANG0.6%

0.5%CNQ.TO0.8%

Held in common3.0%

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	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	AEIPX	FT Energy Income Partners Strategy ETFRead Desk	0.95%	2.79%	+0.2%	+24.9%	+27.1%	+19.4%	new	−6.9%	$565M
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	AEIPX	FT Energy Income Partners Strategy ETFRead Desk	0.95%	2.79%	+0.2%	+24.9%	+27.1%	+19.4%	new	−6.9%	$565M
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

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

Yield2.79%1.27%

5 years, per year[…][…]

3 years, per year+19.4%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y12.2%13.4%

3–2measures won
EIPX first

3.0%

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%

$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: EIPX, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

EIPXCGDVSCHD

EIPX—3.0%3.9%

CGDV3.0%—5.9%

SCHD3.9%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EIPX$279 − $95 = $184

CGDV$127 − $33 = $94

KeptFee

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