HYBL vs CGDV

AHYBL

BCGDV

Measures won3–2HYBL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income7.14%HYBL · $714 on $10k

Smallest drop−2.4%HYBL · worst fall in 1Y

Held in common[…]HYBL and CGDV

HYBL

CGDV

State Street Blackstone High Income ETF · $561MCapital Group Dividend Value ETF · $37.9B

+8.1%3 years · per year$12,623 · $18,840+23.5%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $33 on $10k · lower wins0.33%

7.14%12-mo yield$714 · $127 on $10k1.27%

−2.4%Worst dropSmaller wins−9.7%

2.7%VolatilityLower wins13.4%

3–2HYBL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsHYBL · CGDV

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

Held in common[…]

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							5Y/yr
1	AHYBL	State Street Blackstone High Income ETFRead Desk		0.70%	7.14%	+0.1%	+1.7%	+3.2%	+8.1%	new	−2.4%	$561M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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							5Y/yr
1	AHYBL	State Street Blackstone High Income ETFRead Desk		0.70%	7.14%	+0.1%	+1.7%	+3.2%	+8.1%	new	−2.4%	$561M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

HYBL vs CGDV

HYBL

Blackstone High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureHYBLCGDV

Fee0.70%0.33%

Cost on $10k a year$70$33

Yield7.14%1.27%

5 years, per year[…][…]

3 years, per year+8.1%+23.5%

Worst drop · 1Y−2.4%−9.7%

Volatility · 1Y2.7%13.4%

3–2measures won
HYBL first

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: HYBL, CGDV

Today

[…]holdings […]

HYBLCGDV

HYBL—[…]

CGDV[…]—

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

Income After Fees on $10,000

$644most kept, HYBL

HYBL$714 − $70 = $644

CGDV$127 − $33 = $94

KeptFee

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