GQI vs CGDV5YGQIGQIAvsBCGDVCGDVNatixis Gateway Quality Income ETF · $311MCapital Group Dividend Value ETF · $39.2BReturns · dividends in[…]3 years · per year[…] · $18,895+23.6%[…]5 years · per year[…]Cost and income0.34%Expense ratio$34 · $33 on $10k · lower wins0.33%8.75%12-mo yield$875 · $124 on $10k1.24%Risk · 1 year
$10,000 in GQI, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: GQI, CGDV, SCHDToday29.1%most shared, GQI and CGDVGQICGDVSCHDGQI—29.1%6.4%CGDV29.1%—5.7%SCHD6.4%5.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
GQI vs CGDV5YAGQINatixis Gateway Quality Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureGQICGDVFee0.34%0.33%Cost on $10k a year$34$33Yield8.75%1.24%5 years, per year[…][…]3 years, per year[…]+23.6%Worst drop · 1Y−7.0%−9.7%Volatility · 1Y10.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2AGQINatixis Gateway Quality Income ETFReadDesk0.34%8.75%−0.2%+13.3%+15.5%newnew−7.0%$311M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2AGQINatixis Gateway Quality Income ETFReadDesk0.34%8.75%−0.2%+13.3%+15.5%newnew−7.0%$311M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: GQI, CGDV, SCHDToday29.1%most shared, GQI and CGDVGQICGDVSCHDGQI—29.1%6.4%CGDV29.1%—5.7%SCHD6.4%5.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$841most kept, GQIGQI$875 − $34 = $841SCHD$293 − $6 = $287CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee