NUDV vs CGDV

ANUDV

BCGDV

Measures won4–1NUDV wins · of 6 · 5Y

$10,000 · 5Y$16,184NUDV

Lowest cost0.26%NUDV · $26 on $10k

Most income2.17%NUDV · $217 on $10k

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

Held in common7.8%NUDV and CGDV

NUDV

CGDV

Nuveen ESG Dividend · $56MCapital Group Dividend Value ETF · $39.0B

+20.6%3 years · per year$17,539 · $19,064+24.0%

+10.1%5 years · per year$16,184 · […][…]

0.26%Expense ratio$26 · $33 on $10k · lower wins0.33%

2.17%12-mo yield$217 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

10.6%VolatilityLower wins13.4%

4–1NUDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · CGDV

2.1%CSCO2.5%

2.0%UNP2.5%

2.4%ABBV1.9%

1.2%SBUX2.6%

Held in common7.8%

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

Both

5Y2 funds

#			Trend
1	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M
2	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

Both

5Y2 funds

#			Trend
1	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M
2	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

NUDV vs CGDV

NUDV

Nuveen ESG Dividend

$16,184

CGDV

Capital Group Dividend Value

[…]

MeasureNUDVCGDV

Fee0.26%0.33%

Cost on $10k a year$26$33

Yield2.17%1.27%

5 years, per year+10.1%[…]

3 years, per year+20.6%+24.0%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.6%13.4%

4–1measures won
NUDV first

7.8%

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: NUDV, CGDV

Today

7.8%most shared, NUDV and CGDV

NUDVCGDV

NUDV—7.8%

CGDV7.8%—

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

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

CGDV$127 − $33 = $94

KeptFee

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