JSI vs CGDV

AJSI

BCGDV

Measures won3–1JSI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.08%JSI · $608 on $10k

Smallest drop−1.7%JSI · worst fall in 1Y

Held in common0.0%JSI and CGDV

JSI

CGDV

Janus Henderson Securitized Income ETF · $1.5BCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,754+23.3%

[…]5 years · per year[…]

0.51%Expense ratio$51 · $33 on $10k · lower wins0.33%

6.08%12-mo yield$608 · $124 on $10k1.24%

−1.7%Worst dropSmaller wins−9.7%

2.5%VolatilityLower wins13.5%

3–1JSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJSI · CGDV

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

Held in common0.0%

End-of-day Nov 10, 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%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJSI	Janus Henderson Securitized Income ETFRead Desk	0.51%	6.08%	−0.3%	+1.0%	+2.0%	new	new	−1.7%	$1.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

End-of-day Nov 10, 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%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJSI	Janus Henderson Securitized Income ETFRead Desk	0.51%	6.08%	−0.3%	+1.0%	+2.0%	new	new	−1.7%	$1.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JSI vs CGDV

JSI

Janus Henderson Securitized Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJSICGDV

Fee0.51%0.33%

Cost on $10k a year$51$33

Yield6.08%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.3%

Worst drop · 1Y−1.7%−9.7%

Volatility · 1Y2.5%13.5%

3–1measures won
JSI first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Overlap: JSI, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

JSICGDVSCHD

JSI—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%5.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$557most kept, JSI

JSI$608 − $51 = $557

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee