MSTI vs CGDV

AMSTI

BCGDV

Measures won3–2MSTI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income5.38%MSTI · $538 on $10k

Smallest drop−1.7%MSTI · worst fall in 1Y

Held in common0.0%MSTI and CGDV

MSTI

CGDV

Madison Short Term Strategic Income ETF · $46MCapital Group Dividend Value ETF · $39.0B

+5.9%3 years · per year$11,862 · $20,044+26.1%

[…]5 years · per year[…]

0.36%Expense ratio$36 · $33 on $10k · lower wins0.33%

5.38%12-mo yield$538 · $122 on $10k1.22%

−1.7%Worst dropSmaller wins−9.7%

2.2%VolatilityLower wins12.6%

3–2MSTI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMSTI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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							5Y/yr
1	AMSTI	Madison Short Term Strategic Income ETFRead Desk		0.36%	5.38%	+0.3%	+1.3%	+2.0%	+5.9%	new	−1.7%	$46M
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							5Y/yr
1	AMSTI	Madison Short Term Strategic Income ETFRead Desk		0.36%	5.38%	+0.3%	+1.3%	+2.0%	+5.9%	new	−1.7%	$46M
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

MSTI vs CGDV

MSTI

Madison Short Term Strategic Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureMSTICGDV

Fee0.36%0.33%

Cost on $10k a year$36$33

Yield5.38%1.22%

5 years, per year[…][…]

3 years, per year+5.9%+26.1%

Worst drop · 1Y−1.7%−9.7%

Volatility · 1Y2.2%12.6%

3–2measures won
MSTI first

0.0%

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: MSTI, CGDV

Today

0.0%most shared, MSTI and CGDV

MSTICGDV

MSTI—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$502most kept, MSTI

MSTI$538 − $36 = $502

CGDV$122 − $33 = $89

KeptFee

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