HDV vs CGDV

AHDV

BCGDV

Measures won4–1HDV wins · of 6 · 5Y

$10,000 · 5Y$19,120HDV

Lowest cost0.08%HDV · $8 on $10k

Most income3.08%HDV · $309 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common13.8%HDV and CGDV

HDV

CGDV

iShares Core High Dividend ETF · $16.4BCapital Group Dividend Value ETF · $39.0B

+22.0%3 years · per year$18,148 · $20,044+26.1%

+13.8%5 years · per year$19,120 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

3.08%12-mo yield$309 · $122 on $10k1.22%

−6.4%Worst dropSmaller wins−9.7%

11.7%VolatilityLower wins12.6%

4–1HDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDV · CGDV

6.7%ABBV1.9%

5.1%PM1.7%

1.4%SBUX2.5%

9.3%XOM1.2%

Held in common13.8%

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
1	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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
1	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

HDV vs CGDV

HDV

iShares Core High Dividend

$19,120

CGDV

Capital Group Dividend Value

[…]

MeasureHDVCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield3.08%1.22%

5 years, per year+13.8%[…]

3 years, per year+22.0%+26.1%

Worst drop · 1Y−6.4%−9.7%

Volatility · 1Y11.7%12.6%

4–1measures won
HDV first

13.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HDV, CGDV

Today

13.8%most shared, HDV and CGDV

HDVCGDV

HDV—13.8%

CGDV13.8%—

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

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

CGDV$122 − $33 = $89

KeptFee

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