FTDS vs CGDV

AFTDS

BCGDV

Measures won3–2FTDS wins · of 6 · 5Y

$10,000 · 5Y$14,901FTDS

Lowest cost0.33%CGDV · $33 on $10k

Most income1.57%FTDS · $157 on $10k

Smallest drop−7.3%FTDS · worst fall in 1Y

Held in common3.0%FTDS and CGDV

FTDS

CGDV

First Trust Dividend Strength ETF · $41MCapital Group Dividend Value ETF · $38.8B

+21.0%3 years · per year$17,706 · $20,044+26.1%

+8.3%5 years · per year$14,901 · […][…]

0.81%Expense ratio$81 · $33 on $10k · lower wins0.33%

1.57%12-mo yield$157 · $122 on $10k1.22%

−7.3%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins12.6%

3–2FTDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTDS · CGDV

2.0%UNP2.5%

2.1%GD1.0%

Held in common3.0%

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	AFTDS	First Trust Dividend Strength ETFRead Desk		0.81%	1.57%	+1.0%	+21.3%	+27.8%	+21.0%	+8.3%	−7.3%	$41M
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	AFTDS	First Trust Dividend Strength ETFRead Desk		0.81%	1.57%	+1.0%	+21.3%	+27.8%	+21.0%	+8.3%	−7.3%	$41M
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

FTDS vs CGDV

FTDS

First Trust Dividend Strength

$14,901

CGDV

Capital Group Dividend Value

[…]

MeasureFTDSCGDV

Fee0.81%0.33%

Cost on $10k a year$81$33

Yield1.57%1.22%

5 years, per year+8.3%[…]

3 years, per year+21.0%+26.1%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.2%12.6%

3–2measures won
FTDS first

3.0%

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: FTDS, CGDV

Today

3.0%most shared, FTDS and CGDV

FTDSCGDV

FTDS—3.0%

CGDV3.0%—

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

FTDS$157 − $81 = $76

KeptFee

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