GEND vs CGDV

AGEND

BCGDV

Measures won3–1GEND wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.79%GEND · $279 on $10k

Smallest drop−6.3%GEND · worst fall in 1Y

Held in common11.2%GEND and CGDV

GEND

CGDV

Genter Capital Dividend Income ETF · $6MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

2.79%12-mo yield$279 · $122 on $10k1.22%

−6.3%Worst dropSmaller wins−9.7%

10.9%VolatilityLower wins12.6%

3–1GEND wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsGEND · CGDV

3.0%CMCSA3.0%

3.7%JPM2.1%

2.9%ABBV1.9%

1.7%CSCO2.5%

Held in common11.2%

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	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.79%	+1.5%	+24.8%	+29.3%	new	new	−6.3%	$6M
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	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.79%	+1.5%	+24.8%	+29.3%	new	new	−6.3%	$6M
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

GEND vs CGDV

GEND

Genter Capital Dividend Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGENDCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield2.79%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y10.9%12.6%

3–1measures won
GEND first

11.2%

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: GEND, CGDV

Today

11.2%most shared, GEND and CGDV

GENDCGDV

GEND—11.2%

CGDV11.2%—

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

Income After Fees on $10,000

$241most kept, GEND

GEND$279 − $38 = $241

CGDV$122 − $33 = $89

KeptFee

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