FDRR vs CGDV

AFDRR

BCGDV

Measures won4–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$18,327FDRR

Lowest cost0.15%FDRR · $15 on $10k

Most income2.01%FDRR · $201 on $10k

Smallest drop−8.5%FDRR · worst fall in 1Y

Held in common42.1%FDRR and CGDV

FDRR

CGDV

Fidelity Dividend ETF for Rising Rates · $749MCapital Group Dividend Value ETF · $38.8B

+24.5%3 years · per year$19,291 · $20,044+26.1%

+12.9%5 years · per year$18,327 · […][…]

0.15%Expense ratio$15 · $33 on $10k · lower wins0.33%

2.01%12-mo yield$201 · $122 on $10k1.22%

−8.5%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins12.6%

4–1FDRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · CGDV

6.8%MSFT6.6%

8.4%NVDA6.3%

3.3%AVGO4.4%

2.5%LLY2.1%

Held in common42.1%

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

FDRR vs CGDV

FDRR

Fidelity Dividend ETF for Rising Rates

$18,327

CGDV

Capital Group Dividend Value

[…]

MeasureFDRRCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.01%1.22%

5 years, per year+12.9%[…]

3 years, per year+24.5%+26.1%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y11.5%12.6%

4–1measures won
FDRR first

42.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDRR, CGDV

Today

42.1%most shared, FDRR and CGDV

FDRRCGDV

FDRR—42.1%

CGDV42.1%—

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

Income After Fees on $10,000

$186most kept, FDRR

FDRR$201 − $15 = $186

CGDV$122 − $33 = $89

KeptFee

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