NUDV vs CGDV

ANUDV

BCGDV

Measures won4–1NUDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · NUDV $15,547

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.7%NUDV and CGDV

NUDV

CGDV

Nuveen ESG Dividend · $56MCapital Group Dividend Value ETF · $37.9B

+18.8%3 years · per year$16,785 · $18,840+23.5%

+9.2%5 years · per year$15,547 · […][…]

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

2.24%12-mo yield$224 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

10.9%VolatilityLower wins13.4%

4–1NUDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUDV · CGDV

2.0%CSCO2.4%

2.0%UNP2.5%

2.4%ABBV1.9%

1.2%SBUX2.7%

Held in common7.7%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ANUDV	Nuveen ESG DividendRead Desk	0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$56M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ANUDV	Nuveen ESG DividendRead Desk	0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$56M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$15,547

CGDV

Capital Group Dividend Value

[…]

MeasureNUDVCGDV

Fee0.26%0.33%

Cost on $10k a year$26$33

Yield2.24%1.27%

5 years, per year+9.2%[…]

3 years, per year+18.8%+23.5%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y10.9%13.4%

4–1measures won
NUDV first

7.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NUDV, CGDV, SCHD

Today

19.2%most shared, NUDV and SCHD

NUDVCGDVSCHD

NUDV—7.7%19.2%

CGDV7.7%—5.9%

SCHD19.2%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

NUDV$224 − $26 = $198

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee