FRIZ vs CGDV

AFRIZ

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−7.9%FRIZ · worst fall in 1Y

Held in common30.7%FRIZ and CGDV

FRIZ

CGDV

Franklin Dividend Growth ETF · $7MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $33 on $10k · lower wins0.33%

0.95%12-mo yield$95 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

9.6%VolatilityLower wins12.6%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFRIZ · CGDV

6.3%MSFT6.6%

4.5%AVGO4.4%

2.6%RTX3.3%

2.5%LIN.DE2.2%

Held in common30.7%

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							5Y/yr
1	AFRIZ	Franklin Dividend Growth ETFRead Desk		0.49%	0.95%	0.0%	+9.4%	+11.9%	new	new	−7.9%	$7M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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							5Y/yr
1	AFRIZ	Franklin Dividend Growth ETFRead Desk		0.49%	0.95%	0.0%	+9.4%	+11.9%	new	new	−7.9%	$7M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

FRIZ vs CGDV

FRIZ

Franklin Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureFRIZCGDV

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield0.95%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y9.6%12.6%

2–2measures won
level

30.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FRIZ, CGDV

Today

30.7%most shared, FRIZ and CGDV

FRIZCGDV

FRIZ—30.7%

CGDV30.7%—

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

FRIZ$95 − $49 = $46

KeptFee

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