FDRR vs CGDV

AFDRR

BCGDV

Measures won4–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,494FDRR · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common42.2%FDRR and CGDV

FDRR

CGDV

Fidelity Dividend ETF for Rising Rates · $762MCapital Group Dividend Value ETF · $39.5B

+22.7%3 years · per year$18,477 · $19,064+24.0%

+11.8%5 years · per year$17,494 · […][…]

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

2.09%12-mo yield$209 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−9.7%

12.1%VolatilityLower wins13.4%

4–1FDRR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRR · CGDV

7.1%MSFT7.0%

8.0%NVDA6.1%

3.2%AVGO4.3%

2.1%JPM2.2%

Held in common42.2%

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

All Three

5Y3 funds

#
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

FDRR vs CGDV

FDRR

Fidelity Dividend ETF for Rising Rates

$17,494

CGDV

Capital Group Dividend Value

[…]

MeasureFDRRCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.09%1.27%

5 years, per year+11.8%[…]

3 years, per year+22.7%+24.0%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.1%13.4%

4–1measures won
FDRR first

42.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDRR, CGDV, SCHD

Today

42.2%most shared, FDRR and CGDV

FDRRCGDVSCHD

FDRR—42.2%15.7%

CGDV42.2%—5.8%

SCHD15.7%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FDRR$209 − $15 = $194

CGDV$127 − $33 = $94

KeptFee

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