FTRI vs CGDV

AFTRI

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,689FTRI

Lowest cost0.33%CGDV · $33 on $10k

Most income2.06%FTRI · $206 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%FTRI and CGDV

FTRI

CGDV

First Trust Indxx Global Natural Resources Income ETF · $113MCapital Group Dividend Value ETF · $39.0B

+15.3%3 years · per year$15,345 · $20,044+26.1%

+10.8%5 years · per year$16,689 · […][…]

0.70%Expense ratio$70 · $33 on $10k · lower wins0.33%

2.06%12-mo yield$206 · $122 on $10k1.22%

−17.0%Worst dropSmaller wins−9.7%

19.7%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTRI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	+3.5%	+10.9%	+19.0%	+15.3%	+10.8%	−17.0%	$113M
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
1	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	+3.5%	+10.9%	+19.0%	+15.3%	+10.8%	−17.0%	$113M
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

FTRI vs CGDV

FTRI

First Trust Indxx Global Natural Resources Income

$16,689

CGDV

Capital Group Dividend Value

[…]

MeasureFTRICGDV

Fee0.70%0.33%

Cost on $10k a year$70$33

Yield2.06%1.22%

5 years, per year+10.8%[…]

3 years, per year+15.3%+26.1%

Worst drop · 1Y−17.0%−9.7%

Volatility · 1Y19.7%12.6%

4–1measures won
CGDV first

0.0%

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%

$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: FTRI, CGDV

Today

0.0%most shared, FTRI and CGDV

FTRICGDV

FTRI—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$136most kept, FTRI

FTRI$206 − $70 = $136

CGDV$122 − $33 = $89

KeptFee

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