KVLE vs CGDV

AKVLE

BCGDV

Measures won3–2KVLE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · KVLE $15,656

Lowest cost0.06%SCHD · $6 on $10k

Most income8.53%KVLE · $853 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common22.7%KVLE and CGDV

KVLE

CGDV

KraneShares Value Line Dynamic Dividend Equity Index ETF · $41MCapital Group Dividend Value ETF · $39.5B

+16.4%3 years · per year$15,773 · $18,840+23.5%

+9.4%5 years · per year$15,656 · […][…]

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

8.53%12-mo yield$853 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

11.9%VolatilityLower wins13.4%

3–2KVLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKVLE · CGDV

5.3%NVDA5.7%

3.5%MSFT7.0%

2.4%AVGO4.0%

2.6%AAPL2.0%

Held in common22.7%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk	0.56%	8.53%	−0.5%	+9.2%	+10.5%	+16.4%	+9.4%	−9.6%	$41M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk	0.56%	8.53%	−0.5%	+9.2%	+10.5%	+16.4%	+9.4%	−9.6%	$41M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$15,656

CGDV

Capital Group Dividend Value

[…]

MeasureKVLECGDV

Fee0.56%0.33%

Cost on $10k a year$56$33

Yield8.53%1.27%

5 years, per year+9.4%[…]

3 years, per year+16.4%+23.5%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y11.9%13.4%

3–2measures won
KVLE first

22.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KVLE, CGDV, SCHD

Today

23.1%most shared, KVLE and SCHD

KVLECGDVSCHD

KVLE—22.7%23.1%

CGDV22.7%—5.9%

SCHD23.1%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$797most kept, KVLE

KVLE$853 − $56 = $797

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee