INCE vs CGDV

AINCE

BCGDV

Measures won4–1INCE wins · of 6 · 5Y

$10,000 · 5Y$16,850INCE

Lowest cost0.29%INCE · $29 on $10k

Most income4.94%INCE · $494 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common12.9%INCE and CGDV

INCE

CGDV

Franklin Income Equity Focus ETF · $367MCapital Group Dividend Value ETF · $38.8B

+19.7%3 years · per year$17,167 · $20,044+26.1%

+11.0%5 years · per year$16,850 · […][…]

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

4.94%12-mo yield$494 · $122 on $10k1.22%

−5.0%Worst dropSmaller wins−9.7%

8.1%VolatilityLower wins12.6%

4–1INCE wins

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · CGDV

1.7%JPM2.1%

1.8%PM1.7%

2.1%0Y6X.L1.4%

1.1%XOM1.2%

Held in common12.9%

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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$367M
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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$367M
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

INCE vs CGDV

INCE

Franklin Income Equity Focus

$16,850

CGDV

Capital Group Dividend Value

[…]

MeasureINCECGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield4.94%1.22%

5 years, per year+11.0%[…]

3 years, per year+19.7%+26.1%

Worst drop · 1Y−5.0%−9.7%

Volatility · 1Y8.1%12.6%

4–1measures won
INCE first

12.9%

holdings shared

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: INCE, CGDV

Today

12.9%most shared, INCE and CGDV

INCECGDV

INCE—12.9%

CGDV12.9%—

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

Income After Fees on $10,000

$465most kept, INCE

INCE$494 − $29 = $465

CGDV$122 − $33 = $89

KeptFee

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