FDVV vs CGDV

AFDVV

BCGDV

Measures won4–1FDVV wins · of 6 · 5Y

$10,000 · 5Y$18,825FDVV · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income2.74%FDVV · $274 on $10k

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

Held in common31.8%FDVV and CGDV

FDVV

CGDV

Fidelity High Dividend ETF · $10.4BCapital Group Dividend Value ETF · $37.8B

+21.0%3 years · per year$17,732 · $18,934+23.7%

+13.5%5 years · per year$18,825 · […][…]

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

2.74%12-mo yield$274 · $124 on $10k1.24%

−9.3%Worst dropSmaller wins−9.7%

11.6%VolatilityLower wins13.5%

4–1FDVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDVV · CGDV

6.3%NVDA5.9%

5.8%MSFT6.9%

2.4%AVGO4.0%

2.7%JPM2.2%

Held in common31.8%

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	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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

FDVV vs CGDV

FDVV

Fidelity High Dividend ETF

$18,825

CGDV

Capital Group Dividend Value

[…]

MeasureFDVVCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.74%1.24%

5 years, per year+13.5%[…]

3 years, per year+21.0%+23.7%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y11.6%13.5%

4–1measures won
FDVV first

31.8%

holdings shared

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

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

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

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: FDVV, CGDV, VYM

Today

31.8%most shared, FDVV and CGDV

FDVVCGDVVYM

FDVV—31.8%28.9%

CGDV31.8%—22.8%

VYM28.9%22.8%—

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

Income After Fees on $10,000

$259most kept, FDVV

FDVV$274 − $15 = $259

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

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