JDIV vs CGDV

AJDIV

BCGDV

Measures won2–1JDIV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.67%JDIV · $167 on $10k

Smallest drop−9.3%JDIV · worst fall in 1Y

Held in common22.3%JDIV and CGDV

JDIV

CGDV

JPMorgan Dividend Leaders ETF · $13MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $33 on $10k · lower wins0.33%

1.67%12-mo yield$167 · $122 on $10k1.22%

−9.3%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins12.6%

2–1JDIV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsJDIV · CGDV

7.2%MSFT6.6%

2.6%NVDA6.3%

1.9%AVGO4.4%

1.8%ABBV1.9%

Held in common22.3%

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	AJDIV	JPMorgan Dividend Leaders ETFRead Desk		0.47%	1.67%	+2.1%	+8.0%	+8.8%	new	new	−9.3%	$13M
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							5Y/yr
1	AJDIV	JPMorgan Dividend Leaders ETFRead Desk		0.47%	1.67%	+2.1%	+8.0%	+8.8%	new	new	−9.3%	$13M
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

JDIV vs CGDV

JDIV

JPMorgan Dividend Leaders

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJDIVCGDV

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield1.67%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y12.6%12.6%

2–1measures won
JDIV first

22.3%

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: JDIV, CGDV

Today

22.3%most shared, JDIV and CGDV

JDIVCGDV

JDIV—22.3%

CGDV22.3%—

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

Income After Fees on $10,000

$120most kept, JDIV

JDIV$167 − $47 = $120

CGDV$122 − $33 = $89

KeptFee

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