FDIV vs CGDV

AFDIV

BCGDV

Measures won3–2FDIV wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common6.3%FDIV and CGDV

FDIV

CGDV

MarketDesk Focused U.S. Dividend ETF · $55MCapital Group Dividend Value ETF · $37.8B

+8.9%3 years · per year$12,897 · $18,934+23.7%

[…]5 years · per year[…]

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

2.36%12-mo yield$236 · $124 on $10k1.24%

−9.6%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins13.5%

3–2FDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIV · CGDV

2.0%JPM2.2%

2.1%MDLZ1.1%

1.0%CARR2.5%

1.0%PM1.6%

Held in common6.3%

End-of-day Nov 9, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.36%	+2.4%	+6.6%	+11.5%	+8.9%	new	−9.6%	$55M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.36%	+2.4%	+6.6%	+11.5%	+8.9%	new	−9.6%	$55M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDIV vs CGDV

FDIV

MarketDesk Focused U.S. Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureFDIVCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield2.36%1.24%

5 years, per year[…][…]

3 years, per year+8.9%+23.7%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y13.1%13.5%

3–2measures won
FDIV first

6.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDIV, CGDV, JEPI

Today

27.5%most shared, CGDV and JEPI

FDIVCGDVJEPI

FDIV—6.3%6.6%

CGDV6.3%—27.5%

JEPI6.6%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FDIV$236 − $35 = $201

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee