FDVV vs CGDV

AFDVV

BCGDV

Measures won4–1FDVV wins · of 6 · 5Y

$10,000 · 5Y$19,381FDVV

Lowest cost0.15%FDVV · $15 on $10k

Most income2.69%FDVV · $269 on $10k

Smallest drop−9.3%FDVV · worst fall in 1Y

Held in common32.0%FDVV and CGDV

FDVV

CGDV

Fidelity High Dividend ETF · $10.2BCapital Group Dividend Value ETF · $38.8B

+23.2%3 years · per year$18,683 · $20,044+26.1%

+14.1%5 years · per year$19,380 · […][…]

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

2.69%12-mo yield$269 · $122 on $10k1.22%

−9.3%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins12.6%

4–1FDVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDVV · CGDV

6.9%NVDA6.3%

5.6%MSFT6.6%

2.7%AVGO4.4%

2.7%JPM2.1%

Held in common32.0%

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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
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

FDVV vs CGDV

FDVV

Fidelity High Dividend ETF

$19,380

CGDV

Capital Group Dividend Value

[…]

MeasureFDVVCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.69%1.22%

5 years, per year+14.1%[…]

3 years, per year+23.2%+26.1%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y11.0%12.6%

4–1measures won
FDVV first

32.0%

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%

$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: FDVV, CGDV

Today

32.0%most shared, FDVV and CGDV

FDVVCGDV

FDVV—32.0%

CGDV32.0%—

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

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

CGDV$122 − $33 = $89

KeptFee

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