EQIN vs CGDV

AEQIN

BCGDV

Measures won3–2EQIN wins · of 6 · 5Y

$10,000 · 5Y$16,958EQIN

Lowest cost0.33%CGDV · $33 on $10k

Most income1.90%EQIN · $190 on $10k

Smallest drop−5.9%EQIN · worst fall in 1Y

Held in common12.8%EQIN and CGDV

EQIN

CGDV

Columbia U.S. Equity Income ETF · $334MCapital Group Dividend Value ETF · $39.5B

+17.5%3 years · per year$16,217 · $19,064+24.0%

+11.1%5 years · per year$16,958 · […][…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

1.90%12-mo yield$190 · $127 on $10k1.27%

−5.9%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

3–2EQIN wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQIN · CGDV

4.3%JPM2.2%

5.1%ABBV1.9%

3.2%PM1.7%

2.6%WFC1.3%

Held in common12.8%

End-of-day Nov 5, 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
1	AEQIN	Columbia U.S. Equity Income ETFRead Desk		0.35%	1.90%	−2.2%	+16.6%	+20.6%	+17.5%	+11.1%	−5.9%	$334M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEQIN	Columbia U.S. Equity Income ETFRead Desk		0.35%	1.90%	−2.2%	+16.6%	+20.6%	+17.5%	+11.1%	−5.9%	$334M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQIN vs CGDV

EQIN

Columbia U.S. Equity Income

$16,958

CGDV

Capital Group Dividend Value

[…]

MeasureEQINCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield1.90%1.27%

5 years, per year+11.1%[…]

3 years, per year+17.5%+24.0%

Worst drop · 1Y−5.9%−9.7%

Volatility · 1Y10.8%13.4%

3–2measures won
EQIN first

12.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EQIN, CGDV

Today

12.8%most shared, EQIN and CGDV

EQINCGDV

EQIN—12.8%

CGDV12.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, EQIN

EQIN$190 − $35 = $155

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee