MBOX vs CGDV

AMBOX

BCGDV

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$18,729MBOX

Lowest cost0.33%CGDV · $33 on $10k

Most income1.80%MBOX · $180 on $10k

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

Held in common9.8%MBOX and CGDV

MBOX

CGDV

Freedom Day Dividend ETF · $156MCapital Group Dividend Value ETF · $38.8B

+22.3%3 years · per year$18,295 · $20,044+26.1%

+13.4%5 years · per year$18,729 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

1.80%12-mo yield$180 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins12.6%

3–2MBOX wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBOX · CGDV

2.8%JPM2.1%

2.1%AVGO4.4%

2.5%PM1.7%

2.6%XOM1.2%

Held in common9.8%

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	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.80%	+1.5%	+25.8%	+28.3%	+22.3%	+13.4%	−6.9%	$156M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.80%	+1.5%	+25.8%	+28.3%	+22.3%	+13.4%	−6.9%	$156M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

MBOX vs CGDV

MBOX

Freedom Day Dividend

$18,729

CGDV

Capital Group Dividend Value

[…]

MeasureMBOXCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield1.80%1.22%

5 years, per year+13.4%[…]

3 years, per year+22.3%+26.1%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.4%12.6%

3–2measures won
MBOX first

9.8%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBOX, CGDV

Today

9.8%most shared, MBOX and CGDV

MBOXCGDV

MBOX—9.8%

CGDV9.8%—

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

Income After Fees on $10,000

$141most kept, MBOX

MBOX$180 − $39 = $141

CGDV$122 − $33 = $89

KeptFee

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