IGLD vs CGDV

AIGLD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,520IGLD

Lowest cost0.33%CGDV · $33 on $10k

Most income25.41%IGLD · $2,541 on $10k

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

Held in common[…]IGLD and CGDV

IGLD

CGDV

FT Vest Gold Strategy Target Income ETF · $558MCapital Group Dividend Value ETF · $38.8B

+18.7%3 years · per year$16,738 · $20,044+26.1%

+11.9%5 years · per year$17,520 · […][…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

25.41%12-mo yield$2,541 · $122 on $10k1.22%

−26.1%Worst dropSmaller wins−9.7%

26.4%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGLD · CGDV

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

Held in common[…]

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	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk		0.85%	25.41%	+2.6%	−8.1%	−2.2%	+18.7%	+11.9%	−26.1%	$558M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk		0.85%	25.41%	+2.6%	−8.1%	−2.2%	+18.7%	+11.9%	−26.1%	$558M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

IGLD vs CGDV

IGLD

FT Vest Gold Strategy Target Income

$17,520

CGDV

Capital Group Dividend Value

[…]

MeasureIGLDCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield25.41%1.22%

5 years, per year+11.9%[…]

3 years, per year+18.7%+26.1%

Worst drop · 1Y−26.1%−9.7%

Volatility · 1Y26.4%12.6%

4–1measures won
CGDV first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IGLD, CGDV

Today

[…]holdings […]

IGLDCGDV

IGLD—[…]

CGDV[…]—

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

Income After Fees on $10,000

$2,456most kept, IGLD

IGLD$2,541 − $85 = $2,456

CGDV$122 − $33 = $89

KeptFee

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