FDIV vs CGDV

AFDIV

BCGDV

Measures won3–2FDIV wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.42%FDIV · $242 on $10k

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

Held in common6.4%FDIV and CGDV

FDIV

CGDV

MarketDesk Focused U.S. Dividend ETF · $58MCapital Group Dividend Value ETF · $39.5B

+8.9%3 years · per year$12,926 · $18,840+23.5%

[…]5 years · per year[…]

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

2.42%12-mo yield$242 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.4%

3–2FDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIV · CGDV

2.0%JPM2.2%

2.1%MDLZ1.1%

1.0%CARR2.4%

1.0%PM1.7%

Held in common6.4%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$58M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$58M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

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

Yield2.42%1.27%

5 years, per year[…][…]

3 years, per year+8.9%+23.5%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y12.9%13.4%

3–2measures won
FDIV first

6.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDIV, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

FDIVCGDVVYM

FDIV—6.4%17.0%

CGDV6.4%—22.8%

VYM17.0%22.8%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FDIV$242 − $35 = $207

CGDV$127 − $33 = $94

KeptFee

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