HDEF vs CGDV

AHDEF

BCGDV

Measures won4–1HDEF wins · of 6 · 5Y

$10,000 · 5Y$18,576HDEF · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.65%HDEF · $365 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.6%HDEF and CGDV

HDEF

CGDV

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3BCapital Group Dividend Value ETF · $39.0B

+21.3%3 years · per year$17,859 · $19,064+24.0%

+13.2%5 years · per year$18,576 · […][…]

0.09%Expense ratio$9 · $33 on $10k · lower wins0.33%

3.65%12-mo yield$365 · $127 on $10k1.27%

−8.1%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins13.4%

4–1HDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDEF · CGDV

2.8%BATS.L2.6%

Held in common2.6%

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

All Three

5Y3 funds

#
1	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

HDEF vs CGDV

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,576

CGDV

Capital Group Dividend Value

[…]

MeasureHDEFCGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.65%1.27%

5 years, per year+13.2%[…]

3 years, per year+21.3%+24.0%

Worst drop · 1Y−8.1%−9.7%

Volatility · 1Y12.2%13.4%

4–1measures won
HDEF first

2.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HDEF, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

HDEFCGDVSCHD

HDEF—2.6%0.0%

CGDV2.6%—5.8%

SCHD0.0%5.8%—

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

Income After Fees on $10,000

$356most kept, HDEF

HDEF$365 − $9 = $356

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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