FCEF vs CGDV

AFCEF

BCGDV

Measures won3–2FCEF wins · of 6 · 5Y

$10,000 · 5Y$12,517FCEF

Lowest cost0.33%CGDV · $33 on $10k

Most income7.30%FCEF · $730 on $10k

Smallest drop−7.0%FCEF · worst fall in 1Y

Held in common0.0%FCEF and CGDV

FCEF

CGDV

First Trust Income Opportunities ETF · $80MCapital Group Dividend Value ETF · $39.0B

+16.1%3 years · per year$15,633 · $19,064+24.0%

+4.6%5 years · per year$12,517 · […][…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

7.30%12-mo yield$730 · $127 on $10k1.27%

−7.0%Worst dropSmaller wins−9.7%

8.5%VolatilityLower wins13.4%

3–2FCEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCEF · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.30%	−2.3%	+3.7%	+6.4%	+16.1%	+4.6%	−7.0%	$80M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.30%	−2.3%	+3.7%	+6.4%	+16.1%	+4.6%	−7.0%	$80M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

FCEF vs CGDV

FCEF

First Trust Income Opportunities

$12,517

CGDV

Capital Group Dividend Value

[…]

MeasureFCEFCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield7.30%1.27%

5 years, per year+4.6%[…]

3 years, per year+16.1%+24.0%

Worst drop · 1Y−7.0%−9.7%

Volatility · 1Y8.5%13.4%

3–2measures won
FCEF first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FCEF, CGDV

Today

0.0%most shared, FCEF and CGDV

FCEFCGDV

FCEF—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$645most kept, FCEF

FCEF$730 − $85 = $645

CGDV$127 − $33 = $94

KeptFee

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