FDD vs CGDV

AFDD

BCGDV

Measures won3–2FDD wins · of 6 · 5Y

$10,000 · 5Y$18,609FDD

Lowest cost0.33%CGDV · $33 on $10k

Most income5.34%FDD · $534 on $10k

Smallest drop−9.4%FDD · worst fall in 1Y

Held in common0.0%FDD and CGDV

FDD

CGDV

First Trust STOXX European Select Dividend Index Fund · $879MCapital Group Dividend Value ETF · $39.0B

+31.4%3 years · per year$22,706 · $20,044+26.1%

+13.2%5 years · per year$18,609 · […][…]

0.56%Expense ratio$56 · $33 on $10k · lower wins0.33%

5.34%12-mo yield$534 · $122 on $10k1.22%

−9.4%Worst dropSmaller wins−9.7%

16.4%VolatilityLower wins12.6%

3–2FDD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDD · CGDV

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

Held in common0.0%

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
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.34%	+4.0%	+18.6%	+29.8%	+31.4%	+13.2%	−9.4%	$879M
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
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.34%	+4.0%	+18.6%	+29.8%	+31.4%	+13.2%	−9.4%	$879M
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

FDD vs CGDV

FDD

First Trust STOXX European Select Dividend Index Fund

$18,609

CGDV

Capital Group Dividend Value

[…]

MeasureFDDCGDV

Fee0.56%0.33%

Cost on $10k a year$56$33

Yield5.34%1.22%

5 years, per year+13.2%[…]

3 years, per year+31.4%+26.1%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y16.4%12.6%

3–2measures won
FDD first

0.0%

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: FDD, CGDV

Today

0.0%most shared, FDD and CGDV

FDDCGDV

FDD—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$478most kept, FDD

FDD$534 − $56 = $478

CGDV$122 − $33 = $89

KeptFee

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