FGD vs CGDV

AFGD

BCGDV

Measures won3–2FGD wins · of 6 · 5Y

$10,000 · 5Y$17,710FGD · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income5.65%FGD · $565 on $10k

Smallest drop−6.9%SCHD · 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 · $39.5B

+26.2%3 years · per year$20,119 · $19,064+24.0%

+12.1%5 years · per year$17,710 · […][…]

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

5.65%12-mo yield$565 · $127 on $10k1.27%

−9.8%Worst dropSmaller wins−9.7%

12.7%VolatilityLower wins13.4%

3–2FGD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFGD · CGDV

0.9%BATS.L2.6%

1.2%MO0.8%

0.7%TRP.TO1.0%

Held in common2.4%

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
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

FGD vs CGDV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

CGDV

Capital Group Dividend Value

[…]

MeasureFGDCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield5.65%1.27%

5 years, per year+12.1%[…]

3 years, per year+26.2%+24.0%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y12.7%13.4%

3–2measures won
FGD first

2.4%

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: FGD, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

FGDCGDVSCHD

FGD—2.4%5.4%

CGDV2.4%—5.8%

SCHD5.4%5.8%—

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

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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