FTDS vs CGDV

AFTDS

BCGDV

Measures won3–2FTDS wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FTDS $14,717

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.0%FTDS and CGDV

FTDS

CGDV

First Trust Dividend Strength ETF · $41MCapital Group Dividend Value ETF · $39.5B

+19.9%3 years · per year$17,229 · $19,064+24.0%

+8.0%5 years · per year$14,717 · […][…]

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

1.60%12-mo yield$160 · $127 on $10k1.27%

−7.3%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins13.4%

3–2FTDS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTDS · CGDV

2.1%UNP2.5%

2.0%GD1.0%

Held in common3.0%

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	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
2	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.60%	−2.1%	+18.8%	+24.9%	+19.9%	+8.0%	−7.3%	$41M
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	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
2	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.60%	−2.1%	+18.8%	+24.9%	+19.9%	+8.0%	−7.3%	$41M
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

FTDS vs CGDV

FTDS

First Trust Dividend Strength

$14,717

CGDV

Capital Group Dividend Value

[…]

MeasureFTDSCGDV

Fee0.81%0.33%

Cost on $10k a year$81$33

Yield1.60%1.27%

5 years, per year+8.0%[…]

3 years, per year+19.9%+24.0%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.3%13.4%

3–2measures won
FTDS first

3.0%

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: FTDS, CGDV, SCHD

Today

11.9%most shared, FTDS and SCHD

FTDSCGDVSCHD

FTDS—3.0%11.9%

CGDV3.0%—5.8%

SCHD11.9%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

FTDS$160 − $81 = $79

KeptFee

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