KVLE vs CGDV

AKVLE

BCGDV

Measures won3–2KVLE wins · of 6 · 5Y

$10,000 · 5Y$16,391KVLE

Lowest cost0.33%CGDV · $33 on $10k

Most income8.21%KVLE · $821 on $10k

Smallest drop−9.6%KVLE · worst fall in 1Y

Held in common23.9%KVLE and CGDV

KVLE

CGDV

KraneShares Value Line Dynamic Dividend Equity Index ETF · $41MCapital Group Dividend Value ETF · $39.0B

+18.5%3 years · per year$16,620 · $20,044+26.1%

+10.4%5 years · per year$16,391 · […][…]

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

8.21%12-mo yield$821 · $122 on $10k1.22%

−9.6%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins12.6%

3–2KVLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsKVLE · CGDV

6.0%NVDA6.3%

3.4%MSFT6.6%

2.7%AVGO4.4%

2.4%AAPL1.9%

Held in common23.9%

End-of-day Nov 4, 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	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk		0.56%	8.21%	+1.8%	+13.4%	+14.0%	+18.5%	+10.4%	−9.6%	$41M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk		0.56%	8.21%	+1.8%	+13.4%	+14.0%	+18.5%	+10.4%	−9.6%	$41M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KVLE vs CGDV

KVLE

KraneShares Value Line Dynamic Dividend Equity Index

$16,391

CGDV

Capital Group Dividend Value

[…]

MeasureKVLECGDV

Fee0.56%0.33%

Cost on $10k a year$56$33

Yield8.21%1.22%

5 years, per year+10.4%[…]

3 years, per year+18.5%+26.1%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y11.4%12.6%

3–2measures won
KVLE first

23.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KVLE, CGDV

Today

23.9%most shared, KVLE and CGDV

KVLECGDV

KVLE—23.9%

CGDV23.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$765most kept, KVLE

KVLE$821 − $56 = $765

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee