INCM vs CGDV

AINCM

BCGDV

Measures won3–2INCM wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.30%INCM · $530 on $10k

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

Held in common5.6%INCM and CGDV

INCM

CGDV

Franklin Income Focus ETF · $2.0BCapital Group Dividend Value ETF · $39.5B

+12.9%3 years · per year$14,382 · $18,840+23.5%

[…]5 years · per year[…]

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

5.30%12-mo yield$530 · $127 on $10k1.27%

−3.3%Worst dropSmaller wins−9.7%

6.0%VolatilityLower wins13.4%

3–2INCM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINCM · CGDV

1.5%XOM1.2%

0.9%APD0.8%

0.8%PM1.7%

0.4%CSCO2.4%

Held in common5.6%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AINCM	Franklin Income Focus ETFRead Desk	0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AINCM	Franklin Income Focus ETFRead Desk	0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B
3	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

INCM vs CGDV

INCM

Franklin Income Focus

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureINCMCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield5.30%1.27%

5 years, per year[…][…]

3 years, per year+12.9%+23.5%

Worst drop · 1Y−3.3%−9.7%

Volatility · 1Y6.0%13.4%

3–2measures won
INCM first

5.6%

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: INCM, CGDV, SCHD

Today

9.9%most shared, INCM and SCHD

INCMCGDVSCHD

INCM—5.6%9.9%

CGDV5.6%—5.9%

SCHD9.9%5.9%—

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

Income After Fees on $10,000

$492most kept, INCM

INCM$530 − $38 = $492

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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