ISPY vs CGDV

AISPY

BCGDV

Measures won3–1ISPY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income6.15%ISPY · $615 on $10k

Smallest drop−8.4%ISPY · worst fall in 1Y

Held in common33.6%ISPY and CGDV

ISPY

CGDV

ProShares - S&P 500 High Income ETF · $1.2BCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

6.15%12-mo yield$615 · $127 on $10k1.27%

−8.4%Worst dropSmaller wins−9.7%

13.3%VolatilityLower wins13.4%

3–1ISPY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsISPY · CGDV

6.2%NVDA6.1%

5.2%MSFT7.0%

3.3%AMZN2.5%

2.0%AVGO4.3%

Held in common33.6%

End-of-day Nov 5, 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	AISPY	ProShares - S&P 500 High Income ETFRead Desk		0.55%	6.15%	−4.3%	+5.7%	+6.5%	new	new	−8.4%	$1.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AISPY	ProShares - S&P 500 High Income ETFRead Desk		0.55%	6.15%	−4.3%	+5.7%	+6.5%	new	new	−8.4%	$1.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISPY vs CGDV

ISPY

ProShares - S&P 500 High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureISPYCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield6.15%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y13.3%13.4%

3–1measures won
ISPY first

33.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISPY, CGDV

Today

33.6%most shared, ISPY and CGDV

ISPYCGDV

ISPY—33.6%

CGDV33.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$560most kept, ISPY

ISPY$615 − $55 = $560

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee