FVD vs CGDV

AFVD

BCGDV

Measures won3–2FVD wins · of 6 · 5Y

$10,000 · 5Y$14,259FVD

Lowest cost0.33%CGDV · $33 on $10k

Most income2.16%FVD · $216 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common7.1%FVD and CGDV

FVD

CGDV

First Trust Value Line Dividend Index Fund · $8.1BCapital Group Dividend Value ETF · $39.0B

+15.3%3 years · per year$15,339 · $20,044+26.1%

+7.4%5 years · per year$14,259 · […][…]

0.62%Expense ratio$62 · $33 on $10k · lower wins0.33%

2.16%12-mo yield$216 · $122 on $10k1.22%

−7.6%Worst dropSmaller wins−9.7%

10.7%VolatilityLower wins12.6%

3–2FVD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · CGDV

0.4%CMCSA3.0%

0.4%GD1.0%

0.4%MCD0.9%

0.4%MO0.8%

Held in common7.1%

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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B
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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B
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

FVD vs CGDV

FVD

First Trust Value Line Dividend Index Fund

$14,259

CGDV

Capital Group Dividend Value

[…]

MeasureFVDCGDV

Fee0.62%0.33%

Cost on $10k a year$62$33

Yield2.16%1.22%

5 years, per year+7.4%[…]

3 years, per year+15.3%+26.1%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y10.7%12.6%

3–2measures won
FVD first

7.1%

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: FVD, CGDV

Today

7.1%most shared, FVD and CGDV

FVDCGDV

FVD—7.1%

CGDV7.1%—

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

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

CGDV$122 − $33 = $89

KeptFee

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