FVD vs CGDV

AFVD

BCGDV

Measures won3–2FVD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FVD $13,965

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 common7.1%FVD and CGDV

FVD

CGDV

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

+14.6%3 years · per year$15,044 · $19,064+24.0%

+6.9%5 years · per year$13,965 · […][…]

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

2.18%12-mo yield$218 · $127 on $10k1.27%

−7.6%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

3–2FVD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · CGDV

0.5%CMCSA3.1%

0.4%MCD1.0%

0.4%ABT1.0%

0.4%NEE1.0%

Held in common7.1%

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%	$122.9B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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%	$122.9B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

FVD vs CGDV

FVD

First Trust Value Line Dividend Index Fund

$13,965

CGDV

Capital Group Dividend Value

[…]

MeasureFVDCGDV

Fee0.62%0.33%

Cost on $10k a year$62$33

Yield2.18%1.27%

5 years, per year+6.9%[…]

3 years, per year+14.6%+24.0%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y10.8%13.4%

3–2measures won
FVD first

7.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FVD, CGDV, SCHD

Today

11.6%most shared, FVD and SCHD

FVDCGDVSCHD

FVD—7.1%11.6%

CGDV7.1%—5.8%

SCHD11.6%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

FVD$218 − $62 = $156

CGDV$127 − $33 = $94

KeptFee

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