HDV vs CGDV

AHDV

BCGDV

Measures won4–1HDV wins · of 6 · 5Y

$10,000 · 5Y$18,461HDV · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.16%HDV · $316 on $10k

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

Held in common14.2%HDV and CGDV

HDV

CGDV

iShares Core High Dividend ETF · $16.2BCapital Group Dividend Value ETF · $39.5B

+20.7%3 years · per year$17,564 · $18,840+23.5%

+13.0%5 years · per year$18,461 · […][…]

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

3.16%12-mo yield$316 · $127 on $10k1.27%

−6.4%Worst dropSmaller wins−9.7%

11.8%VolatilityLower wins13.4%

4–1HDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDV · CGDV

6.8%ABBV1.9%

5.0%PM1.7%

1.4%SBUX2.7%

2.8%AMGN1.2%

Held in common14.2%

End-of-day Nov 6, 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	AHDV	iShares Core High Dividend ETFRead Desk	0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AHDV	iShares Core High Dividend ETFRead Desk	0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$18,461

CGDV

Capital Group Dividend Value

[…]

MeasureHDVCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield3.16%1.27%

5 years, per year+13.0%[…]

3 years, per year+20.7%+23.5%

Worst drop · 1Y−6.4%−9.7%

Volatility · 1Y11.8%13.4%

4–1measures won
HDV first

14.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HDV, CGDV, SCHD

Today

43.0%most shared, HDV and SCHD

HDVCGDVSCHD

HDV—14.2%43.0%

CGDV14.2%—5.9%

SCHD43.0%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$308most kept, HDV

HDV$316 − $8 = $308

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee