INCM vs CGDV

AINCM

BCGDV

Measures won3–2INCM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income5.20%INCM · $520 on $10k

Smallest drop−3.3%INCM · worst fall in 1Y

Held in common5.7%INCM and CGDV

INCM

CGDV

Franklin Income Focus ETF · $2.1BCapital Group Dividend Value ETF · $39.0B

+13.9%3 years · per year$14,762 · $20,044+26.1%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

5.20%12-mo yield$520 · $122 on $10k1.22%

−3.3%Worst dropSmaller wins−9.7%

5.8%VolatilityLower wins12.6%

3–2INCM wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsINCM · CGDV

1.6%XOM1.2%

0.9%APD0.8%

0.8%PM1.7%

0.4%CSCO2.5%

Held in common5.7%

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							5Y/yr
1	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.20%	+1.2%	+9.7%	+12.6%	+13.9%	new	−3.3%	$2.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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							5Y/yr
1	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.20%	+1.2%	+9.7%	+12.6%	+13.9%	new	−3.3%	$2.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

INCM vs CGDV

INCM

Franklin Income Focus

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureINCMCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield5.20%1.22%

5 years, per year[…][…]

3 years, per year+13.9%+26.1%

Worst drop · 1Y−3.3%−9.7%

Volatility · 1Y5.8%12.6%

3–2measures won
INCM first

5.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: INCM, CGDV

Today

5.7%most shared, INCM and CGDV

INCMCGDV

INCM—5.7%

CGDV5.7%—

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

Income After Fees on $10,000

$482most kept, INCM

INCM$520 − $38 = $482

CGDV$122 − $33 = $89

KeptFee

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