GDIV vs CGDV

AGDIV

BCGDV

Measures won3–2GDIV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.24%GDIV · $124 on $10k

Smallest drop−9.6%GDIV · worst fall in 1Y

Held in common14.6%GDIV and CGDV

GDIV

CGDV

Harbor Dividend Growth Leaders ETF (GDIV) · $237MCapital Group Dividend Value ETF · $38.8B

+18.0%3 years · per year$16,432 · $20,044+26.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

1.24%12-mo yield$124 · $122 on $10k1.22%

−9.6%Worst dropSmaller wins−9.7%

11.8%VolatilityLower wins12.6%

3–2GDIV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsGDIV · CGDV

3.2%MSFT6.6%

2.4%AVGO4.4%

5.1%LLY2.1%

4.7%AAPL1.9%

Held in common14.6%

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							5Y/yr
1	AGDIV	Harbor Dividend Growth Leaders ETF (GDIV)Read Desk		0.50%	1.24%	+1.9%	+14.1%	+18.9%	+18.0%	new	−9.6%	$237M
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							5Y/yr
1	AGDIV	Harbor Dividend Growth Leaders ETF (GDIV)Read Desk		0.50%	1.24%	+1.9%	+14.1%	+18.9%	+18.0%	new	−9.6%	$237M
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

GDIV vs CGDV

GDIV

Harbor Dividend Growth Leaders ETF (GDIV)

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGDIVCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield1.24%1.22%

5 years, per year[…][…]

3 years, per year+18.0%+26.1%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y11.8%12.6%

2–2measures won
level

14.6%

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: GDIV, CGDV

Today

14.6%most shared, GDIV and CGDV

GDIVCGDV

GDIV—14.6%

CGDV14.6%—

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

GDIV$124 − $50 = $74

KeptFee

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