JIII vs CGDV

AJIII

BCGDV

Measures won3–1JIII wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.03%JIII · $703 on $10k

Smallest drop−2.6%JIII · worst fall in 1Y

Held in common0.0%JIII and CGDV

JIII

CGDV

Janus Henderson Income ETF · $351MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

0.56%Expense ratio$56 · $33 on $10k · lower wins0.33%

7.03%12-mo yield$703 · $124 on $10k1.24%

−2.6%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins13.5%

3–1JIII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJIII · CGDV

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

Held in common0.0%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJIII	Janus Henderson Income ETFRead Desk	0.56%	7.03%	+0.2%	+1.3%	+2.3%	new	new	−2.6%	$351M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJIII	Janus Henderson Income ETFRead Desk	0.56%	7.03%	+0.2%	+1.3%	+2.3%	new	new	−2.6%	$351M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JIII vs CGDV

JIII

Janus Henderson Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJIIICGDV

Fee0.56%0.33%

Cost on $10k a year$56$33

Yield7.03%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−2.6%−9.7%

Volatility · 1Y3.7%13.5%

3–1measures won
JIII first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JIII, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

JIIICGDVSCHD

JIII—0.0%0.0%

CGDV0.0%—5.8%

SCHD0.0%5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$647most kept, JIII

JIII$703 − $56 = $647

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee