JPRE vs CGDV

AJPRE

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.31%JPRE · $231 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.9%JPRE and CGDV

JPRE

CGDV

JPMorgan Realty Income ETF · $469MCapital Group Dividend Value ETF · $38.8B

+14.4%3 years · per year$14,977 · $19,988+26.0%

[…]5 years · per year[…]

0.71%Expense ratio$71 · $33 on $10k · lower wins0.33%

2.31%12-mo yield$231 · $123 on $10k1.23%

−10.5%Worst dropSmaller wins−9.7%

13.9%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsJPRE · CGDV

9.6%PLD0.9%

Held in common0.9%

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							5Y/yr
1	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.31%	+0.2%	+13.2%	+13.2%	+14.4%	new	−10.5%	$469M
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							5Y/yr
1	AJPRE	JPMorgan Realty Income ETFRead Desk		0.71%	2.31%	+0.2%	+13.2%	+13.2%	+14.4%	new	−10.5%	$469M
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

JPRE vs CGDV

JPRE

JPMorgan Realty Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJPRECGDV

Fee0.71%0.33%

Cost on $10k a year$71$33

Yield2.31%1.23%

5 years, per year[…][…]

3 years, per year+14.4%+26.0%

Worst drop · 1Y−10.5%−9.7%

Volatility · 1Y13.9%12.6%

4–1measures won
CGDV first

0.9%

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: JPRE, CGDV

Today

0.9%most shared, JPRE and CGDV

JPRECGDV

JPRE—0.9%

CGDV0.9%—

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

Income After Fees on $10,000

$160most kept, JPRE

JPRE$231 − $71 = $160

CGDV$123 − $33 = $90

KeptFee

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