GQI vs CGDV

AGQI

BCGDV

Measures won3–1GQI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income8.97%GQI · $897 on $10k

Smallest drop−7.0%GQI · worst fall in 1Y

Held in common29.8%GQI and CGDV

GQI

CGDV

Natixis Gateway Quality Income ETF · $309MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $33 on $10k · lower wins0.33%

8.97%12-mo yield$897 · $127 on $10k1.27%

−7.0%Worst dropSmaller wins−9.7%

10.0%VolatilityLower wins13.4%

3–1GQI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsGQI · CGDV

7.5%NVDA6.1%

4.5%MSFT7.0%

3.4%AMZN2.5%

2.0%META3.8%

Held in common29.8%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.97%	−3.0%	+10.6%	+13.4%	new	new	−7.0%	$309M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.97%	−3.0%	+10.6%	+13.4%	new	new	−7.0%	$309M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

GQI vs CGDV

GQI

Natixis Gateway Quality Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGQICGDV

Fee0.34%0.33%

Cost on $10k a year$34$33

Yield8.97%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−7.0%−9.7%

Volatility · 1Y10.0%13.4%

3–1measures won
GQI first

29.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GQI, CGDV

Today

29.8%most shared, GQI and CGDV

GQICGDV

GQI—29.8%

CGDV29.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$863most kept, GQI

GQI$897 − $34 = $863

CGDV$127 − $33 = $94

KeptFee

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