LVHD vs CGDV

ALVHD

BCGDV

Measures won4–1LVHD wins · of 6 · 5Y

$10,000 · 5Y$14,483LVHD

Lowest cost0.27%LVHD · $27 on $10k

Most income3.40%LVHD · $340 on $10k

Smallest drop−9.0%LVHD · worst fall in 1Y

Held in common5.4%LVHD and CGDV

LVHD

CGDV

Franklin U.S. Low Volatility High Dividend Index ETF · $644MCapital Group Dividend Value ETF · $39.5B

+15.0%3 years · per year$15,198 · $18,840+23.5%

+7.7%5 years · per year$14,483 · […][…]

0.27%Expense ratio$27 · $33 on $10k · lower wins0.33%

3.40%12-mo yield$340 · $127 on $10k1.27%

−9.0%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins13.4%

4–1LVHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVHD · CGDV

2.5%0Y6X.L1.5%

2.2%MDLZ1.1%

2.7%MCD1.0%

1.8%ITW1.0%

Held in common5.4%

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

Both

5Y2 funds

#			Trend
1	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk		0.27%	3.40%	−0.8%	+15.9%	+17.7%	+15.0%	+7.7%	−9.0%	$644M
2	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

Both

5Y2 funds

#			Trend
1	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk		0.27%	3.40%	−0.8%	+15.9%	+17.7%	+15.0%	+7.7%	−9.0%	$644M
2	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

LVHD vs CGDV

LVHD

Franklin U.S. Low Volatility High Dividend Index

$14,483

CGDV

Capital Group Dividend Value

[…]

MeasureLVHDCGDV

Fee0.27%0.33%

Cost on $10k a year$27$33

Yield3.40%1.27%

5 years, per year+7.7%[…]

3 years, per year+15.0%+23.5%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y11.4%13.4%

4–1measures won
LVHD first

5.4%

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: LVHD, CGDV

Today

5.4%most shared, LVHD and CGDV

LVHDCGDV

LVHD—5.4%

CGDV5.4%—

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

Income After Fees on $10,000

$313most kept, LVHD

LVHD$340 − $27 = $313

CGDV$127 − $33 = $94

KeptFee

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