HIDV vs CGDV

AHIDV

BCGDV

Measures won3–2HIDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.58%HIDV · $258 on $10k

Smallest drop−9.6%HIDV · worst fall in 1Y

Held in common33.7%HIDV and CGDV

HIDV

CGDV

AB US High Dividend ETF · $204MCapital Group Dividend Value ETF · $39.0B

+22.5%3 years · per year$18,404 · $19,064+24.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

2.58%12-mo yield$258 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.4%

3–2HIDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsHIDV · CGDV

7.5%NVDA6.1%

5.7%MSFT7.0%

3.0%AMZN2.5%

7.2%AAPL1.9%

Held in common33.7%

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	AHIDV	AB US High Dividend ETFRead Desk		0.35%	2.58%	−3.7%	+11.6%	+15.2%	+22.5%	new	−9.6%	$204M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AHIDV	AB US High Dividend ETFRead Desk		0.35%	2.58%	−3.7%	+11.6%	+15.2%	+22.5%	new	−9.6%	$204M
2	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

HIDV vs CGDV

HIDV

AB US High Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureHIDVCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield2.58%1.27%

5 years, per year[…][…]

3 years, per year+22.5%+24.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y12.9%13.4%

3–2measures won
HIDV first

33.7%

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: HIDV, CGDV

Today

33.7%most shared, HIDV and CGDV

HIDVCGDV

HIDV—33.7%

CGDV33.7%—

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

Income After Fees on $10,000

$223most kept, HIDV

HIDV$258 − $35 = $223

CGDV$127 − $33 = $94

KeptFee

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