HIPS vs CGDV

AHIPS

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$11,083HIPS

Lowest cost0.33%CGDV · $33 on $10k

Most income12.48%HIPS · $1,248 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%HIPS and CGDV

HIPS

CGDV

GraniteShares HIPS US High Income ETF · $91MCapital Group Dividend Value ETF · $39.5B

+6.8%3 years · per year$12,179 · $18,840+23.5%

+2.1%5 years · per year$11,083 · […][…]

1.09%Expense ratio$109 · $33 on $10k · lower wins0.33%

12.48%12-mo yield$1,248 · $127 on $10k1.27%

−10.8%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHIPS · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AHIPS	GraniteShares HIPS US High Income ETFRead Desk		1.09%	12.48%	−0.3%	−2.8%	−0.4%	+6.8%	+2.1%	−10.8%	$91M
2	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

Both

5Y2 funds

#			Trend
1	AHIPS	GraniteShares HIPS US High Income ETFRead Desk		1.09%	12.48%	−0.3%	−2.8%	−0.4%	+6.8%	+2.1%	−10.8%	$91M
2	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

HIPS vs CGDV

HIPS

GraniteShares HIPS US High Income

$11,083

CGDV

Capital Group Dividend Value

[…]

MeasureHIPSCGDV

Fee1.09%0.33%

Cost on $10k a year$109$33

Yield12.48%1.27%

5 years, per year+2.1%[…]

3 years, per year+6.8%+23.5%

Worst drop · 1Y−10.8%−9.7%

Volatility · 1Y10.3%13.4%

3–2measures won
CGDV first

0.0%

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: HIPS, CGDV

Today

0.0%most shared, HIPS and CGDV

HIPSCGDV

HIPS—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$1,139most kept, HIPS

HIPS$1,248 − $109 = $1,139

CGDV$127 − $33 = $94

KeptFee

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