LOTI vs CGDV

ALOTI

BCGDV

Measures won3–1LOTI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.36%LOTI · $236 on $10k

Smallest drop−4.4%LOTI · worst fall in 1Y

Held in common7.7%LOTI and CGDV

LOTI

CGDV

Liberty One Tactical Income ETF · $50MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $33 on $10k · lower wins0.33%

2.36%12-mo yield$236 · $122 on $10k1.22%

−4.4%Worst dropSmaller wins−9.7%

6.4%VolatilityLower wins12.6%

3–1LOTI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLOTI · CGDV

3.7%LLY2.1%

2.0%MSFT6.6%

1.9%AVGO4.4%

1.7%MCD0.9%

Held in common7.7%

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							5Y/yr
1	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.36%	+1.5%	+8.9%	+9.7%	new	new	−4.4%	$50M
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							5Y/yr
1	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.36%	+1.5%	+8.9%	+9.7%	new	new	−4.4%	$50M
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

LOTI vs CGDV

LOTI

Liberty One Tactical Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLOTICGDV

Fee1.04%0.33%

Cost on $10k a year$104$33

Yield2.36%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−4.4%−9.7%

Volatility · 1Y6.4%12.6%

3–1measures won
LOTI first

7.7%

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: LOTI, CGDV

Today

7.7%most shared, LOTI and CGDV

LOTICGDV

LOTI—7.7%

CGDV7.7%—

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

Income After Fees on $10,000

$132most kept, LOTI

LOTI$236 − $104 = $132

CGDV$122 − $33 = $89

KeptFee

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