FGD vs CGDV

AFGD

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,978FGD

Lowest cost0.33%CGDV · $33 on $10k

Most income5.58%FGD · $558 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common2.4%FGD and CGDV

FGD

CGDV

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BCapital Group Dividend Value ETF · $38.8B

+26.7%3 years · per year$20,344 · $20,044+26.1%

+12.4%5 years · per year$17,978 · […][…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

5.58%12-mo yield$558 · $122 on $10k1.22%

−9.8%Worst dropSmaller wins−9.7%

12.7%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · CGDV

0.9%BATS.L2.5%

1.2%MO0.8%

0.7%TRP.TO1.0%

Held in common2.4%

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.58%	+2.8%	+17.8%	+25.1%	+26.7%	+12.4%	−9.8%	$1.6B
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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.58%	+2.8%	+17.8%	+25.1%	+26.7%	+12.4%	−9.8%	$1.6B
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

FGD vs CGDV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,978

CGDV

Capital Group Dividend Value

[…]

MeasureFGDCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield5.58%1.22%

5 years, per year+12.4%[…]

3 years, per year+26.7%+26.1%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y12.7%12.6%

3–2measures won
CGDV first

2.4%

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: FGD, CGDV

Today

2.4%most shared, FGD and CGDV

FGDCGDV

FGD—2.4%

CGDV2.4%—

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

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

CGDV$122 − $33 = $89

KeptFee

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