JHDV vs CGDV

AJHDV

BCGDV

Measures won3–2JHDV wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.25%VYM · $225 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common29.6%JHDV and CGDV

JHDV

CGDV

John Hancock Investments - U.S. High Dividend ETF · $13MCapital Group Dividend Value ETF · $38.8B

+23.4%3 years · per year$18,783 · $19,988+26.0%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $33 on $10k · lower wins0.33%

2.25%12-mo yield$225 · $123 on $10k1.23%

−8.3%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins12.6%

3–2JHDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHDV · CGDV

7.8%NVDA6.2%

5.4%MSFT6.5%

2.4%AVGO4.3%

1.9%CMCSA3.0%

Held in common29.6%

End-of-day Nov 3, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AJHDV	John Hancock Investments - U.S. High Dividend ETFRead Desk	0.34%	2.25%	+0.4%	+17.4%	+17.7%	+23.4%	new	−8.3%	$13M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AJHDV	John Hancock Investments - U.S. High Dividend ETFRead Desk	0.34%	2.25%	+0.4%	+17.4%	+17.7%	+23.4%	new	−8.3%	$13M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

JHDV vs CGDV

JHDV

John Hancock Investments - U.S. High Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJHDVCGDV

Fee0.34%0.33%

Cost on $10k a year$34$33

Yield2.25%1.23%

5 years, per year[…][…]

3 years, per year+23.4%+26.0%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y12.4%12.6%

3–2measures won
JHDV first

29.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JHDV, CGDV, VYM

Today

29.6%most shared, JHDV and CGDV

JHDVCGDVVYM

JHDV—29.6%27.8%

CGDV29.6%—23.1%

VYM27.8%23.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

JHDV$225 − $34 = $191

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee