MDIV vs CGDV

AMDIV

BCGDV

Measures won3–2MDIV wins · of 6 · 5Y

$10,000 · 5Y$13,474MDIV

Lowest cost0.33%CGDV · $33 on $10k

Most income7.46%MDIV · $746 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common0.7%MDIV and CGDV

MDIV

CGDV

Multi-Asset Diversified Income Index Fund · $417MCapital Group Dividend Value ETF · $39.0B

+11.9%3 years · per year$14,009 · $20,044+26.1%

+6.1%5 years · per year$13,474 · […][…]

0.83%Expense ratio$83 · $33 on $10k · lower wins0.33%

7.46%12-mo yield$746 · $122 on $10k1.22%

−6.1%Worst dropSmaller wins−9.7%

6.8%VolatilityLower wins12.6%

3–2MDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · CGDV

0.7%MO0.8%

Held in common0.7%

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
1	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M
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
1	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M
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

MDIV vs CGDV

MDIV

Multi-Asset Diversified Income Index Fund

$13,474

CGDV

Capital Group Dividend Value

[…]

MeasureMDIVCGDV

Fee0.83%0.33%

Cost on $10k a year$83$33

Yield7.46%1.22%

5 years, per year+6.1%[…]

3 years, per year+11.9%+26.1%

Worst drop · 1Y−6.1%−9.7%

Volatility · 1Y6.8%12.6%

3–2measures won
MDIV first

0.7%

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: MDIV, CGDV

Today

0.7%most shared, MDIV and CGDV

MDIVCGDV

MDIV—0.7%

CGDV0.7%—

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

CGDV$122 − $33 = $89

KeptFee

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