FIDI vs CGDV

AFIDI

BCGDV

Measures won4–1FIDI wins · of 6 · 5Y

$10,000 · 5Y$17,441FIDI · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income4.25%FIDI · $425 on $10k

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

Held in common3.0%FIDI and CGDV

FIDI

CGDV

Fidelity International High Dividend ETF · $400MCapital Group Dividend Value ETF · $39.5B

+23.0%3 years · per year$18,594 · $18,840+23.5%

+11.8%5 years · per year$17,441 · […][…]

0.18%Expense ratio$18 · $33 on $10k · lower wins0.33%

4.25%12-mo yield$425 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

12.0%VolatilityLower wins13.4%

4–1FIDI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIDI · CGDV

2.1%BATS.L2.7%

2.9%CNQ.TO0.8%

Held in common3.0%

End-of-day Nov 6, 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	AFIDI	Fidelity International High Dividend ETFRead Desk	0.18%	4.25%	−1.5%	+15.8%	+24.1%	+23.0%	+11.8%	−6.9%	$400M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFIDI	Fidelity International High Dividend ETFRead Desk	0.18%	4.25%	−1.5%	+15.8%	+24.1%	+23.0%	+11.8%	−6.9%	$400M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIDI vs CGDV

FIDI

Fidelity International High Dividend

$17,441

CGDV

Capital Group Dividend Value

[…]

MeasureFIDICGDV

Fee0.18%0.33%

Cost on $10k a year$18$33

Yield4.25%1.27%

5 years, per year+11.8%[…]

3 years, per year+23.0%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y12.0%13.4%

4–1measures won
FIDI first

3.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FIDI, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

FIDICGDVSCHD

FIDI—3.0%0.0%

CGDV3.0%—5.9%

SCHD0.0%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$407most kept, FIDI

FIDI$425 − $18 = $407

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee