MDPL vs CGDV

AMDPL

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common3.0%MDPL and CGDV

MDPL

CGDV

Monarch Dividend Plus ETF · $62MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

1.19%Expense ratio$119 · $33 on $10k · lower wins0.33%

1.33%12-mo yield$133 · $123 on $10k1.23%

−12.4%Worst dropSmaller wins−9.7%

17.4%VolatilityLower wins12.6%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · CGDV

3.5%CMCSA3.0%

Held in common3.0%

End-of-day Nov 3, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+14.9%	+20.6%	new	new	−12.4%	$62M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+14.9%	+20.6%	new	new	−12.4%	$62M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

MDPL vs CGDV

MDPL

Monarch Dividend Plus

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureMDPLCGDV

Fee1.19%0.33%

Cost on $10k a year$119$33

Yield1.33%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−12.4%−9.7%

Volatility · 1Y17.4%12.6%

3–1measures won
CGDV first

3.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MDPL, CGDV, JEPI

Today

26.6%most shared, CGDV and JEPI

MDPLCGDVJEPI

MDPL—3.0%1.0%

CGDV3.0%—26.6%

JEPI1.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

CGDV$123 − $33 = $90

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee