MBOX vs CGDV

AMBOX

BCGDV

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$18,094MBOX · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common9.8%MBOX and CGDV

MBOX

CGDV

Freedom Day Dividend ETF · $159MCapital Group Dividend Value ETF · $39.0B

+21.1%3 years · per year$17,774 · $19,064+24.0%

+12.6%5 years · per year$18,094 · […][…]

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

1.85%12-mo yield$185 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

3–2MBOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBOX · CGDV

2.9%JPM2.2%

2.0%AVGO4.3%

2.5%PM1.7%

2.8%AMGN1.2%

Held in common9.8%

End-of-day Nov 5, 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	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.85%	−2.5%	+22.6%	+25.8%	+21.1%	+12.6%	−6.9%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.85%	−2.5%	+22.6%	+25.8%	+21.1%	+12.6%	−6.9%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

$18,094

CGDV

Capital Group Dividend Value

[…]

MeasureMBOXCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield1.85%1.27%

5 years, per year+12.6%[…]

3 years, per year+21.1%+24.0%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.8%13.4%

3–2measures won
MBOX first

9.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBOX, CGDV, SCHD

Today

20.5%most shared, MBOX and SCHD

MBOXCGDVSCHD

MBOX—9.8%20.5%

CGDV9.8%—5.8%

SCHD20.5%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MBOX$185 − $39 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee