JPIE vs CGDV

AJPIE

BCGDV

Measures won3–2JPIE wins · of 6 · 5Y

$10,000 · 5Y$11,722JPIE

Lowest cost0.33%CGDV · $33 on $10k

Most income5.70%JPIE · $570 on $10k

Smallest drop−1.9%JPIE · worst fall in 1Y

Held in common[…]JPIE and CGDV

JPIE

CGDV

JPMorgan Income ETF · $11.5BCapital Group Dividend Value ETF · $38.8B

+6.9%3 years · per year$12,232 · $19,988+26.0%

+3.2%5 years · per year$11,722 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

5.70%12-mo yield$570 · $123 on $10k1.23%

−1.9%Worst dropSmaller wins−9.7%

1.9%VolatilityLower wins12.6%

3–2JPIE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPIE · CGDV

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AJPIE	JPMorgan Income ETFRead Desk		0.40%	5.70%	−0.1%	+1.8%	+3.0%	+6.9%	+3.2%	−1.9%	$11.5B
2	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

Both

5Y2 funds

#			Trend
1	AJPIE	JPMorgan Income ETFRead Desk		0.40%	5.70%	−0.1%	+1.8%	+3.0%	+6.9%	+3.2%	−1.9%	$11.5B
2	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

JPIE vs CGDV

JPIE

JPMorgan Income

$11,722

CGDV

Capital Group Dividend Value

[…]

MeasureJPIECGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield5.70%1.23%

5 years, per year+3.2%[…]

3 years, per year+6.9%+26.0%

Worst drop · 1Y−1.9%−9.7%

Volatility · 1Y1.9%12.6%

3–2measures won
JPIE first

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: JPIE, CGDV

Today

[…]holdings […]

JPIECGDV

JPIE—[…]

CGDV[…]—

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

Income After Fees on $10,000

$530most kept, JPIE

JPIE$570 − $40 = $530

CGDV$123 − $33 = $90

KeptFee

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