IWMI vs CGDV

AIWMI

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income15.19%IWMI · $1,519 on $10k

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

Held in common0.0%IWMI and CGDV

IWMI

CGDV

NEOS Russell 2000 High Income ETF · $1.3BCapital Group Dividend Value ETF · $39.5B

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

[…]5 years · per year[…]

0.76%Expense ratio$76 · $33 on $10k · lower wins0.33%

15.19%12-mo yield$1,519 · $127 on $10k1.27%

−8.4%Worst dropSmaller wins−9.7%

15.2%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsIWMI · CGDV

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

Held in common0.0%

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	AIWMI	NEOS Russell 2000 High Income ETFRead Desk		0.76%	15.19%	−3.7%	+10.4%	+14.3%	new	new	−8.4%	$1.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	AIWMI	NEOS Russell 2000 High Income ETFRead Desk		0.76%	15.19%	−3.7%	+10.4%	+14.3%	new	new	−8.4%	$1.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

IWMI vs CGDV

IWMI

NEOS Russell 2000 High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureIWMICGDV

Fee0.76%0.33%

Cost on $10k a year$76$33

Yield15.19%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y15.2%13.4%

2–2measures won
level

0.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWMI, CGDV

Today

0.0%most shared, IWMI and CGDV

IWMICGDV

IWMI—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$1,443most kept, IWMI

IWMI$1,519 − $76 = $1,443

CGDV$127 − $33 = $94

KeptFee

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