GIAX vs CGDV

AGIAX

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income27.38%GIAX · $2,738 on $10k

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

Held in common22.9%GIAX and CGDV

GIAX

CGDV

Nicholas Global Equity and Income ETF · $103MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

1.03%Expense ratio$103 · $33 on $10k · lower wins0.33%

27.38%12-mo yield$2,738 · $123 on $10k1.23%

−19.7%Worst dropSmaller wins−9.7%

27.9%VolatilityLower wins12.6%

1–3CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsGIAX · CGDV

4.1%NVDA6.2%

5.4%META3.8%

3.5%MSFT6.5%

2.6%AVGO4.3%

Held in common22.9%

End-of-day Nov 3, 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	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	27.38%	+1.1%	+6.5%	+3.6%	new	new	−19.7%	$103M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	27.38%	+1.1%	+6.5%	+3.6%	new	new	−19.7%	$103M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GIAX vs CGDV

GIAX

Nicholas Global Equity and Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGIAXCGDV

Fee1.03%0.33%

Cost on $10k a year$103$33

Yield27.38%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−19.7%−9.7%

Volatility · 1Y27.9%12.6%

3–1measures won
CGDV first

22.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GIAX, CGDV

Today

22.9%most shared, GIAX and CGDV

GIAXCGDV

GIAX—22.9%

CGDV22.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,635most kept, GIAX

GIAX$2,738 − $103 = $2,635

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee