OEI vs CGDV

AOEI

BCGDV

Measures won3–1OEI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income9.11%OEI · $911 on $10k

Smallest drop−6.5%OEI · worst fall in 1Y

Held in common41.1%OEI and CGDV

OEI

CGDV

Optimized Equity Income ETF · $53MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

1.02%Expense ratio$102 · $33 on $10k · lower wins0.33%

9.11%12-mo yield$911 · $127 on $10k1.27%

−6.5%Worst dropSmaller wins−9.7%

9.7%VolatilityLower wins13.4%

3–1OEI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsOEI · CGDV

7.3%NVDA5.7%

4.6%MSFT7.0%

4.4%AMZN2.5%

2.4%META3.9%

Held in common41.1%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.11%	−0.2%	+8.6%	+10.7%	new	new	−6.5%	$53M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.11%	−0.2%	+8.6%	+10.7%	new	new	−6.5%	$53M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

OEI vs CGDV

OEI

Optimized Equity Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureOEICGDV

Fee1.02%0.33%

Cost on $10k a year$102$33

Yield9.11%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−6.5%−9.7%

Volatility · 1Y9.7%13.4%

3–1measures won
OEI first

41.1%

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: OEI, CGDV

Today

41.1%most shared, OEI and CGDV

OEICGDV

OEI—41.1%

CGDV41.1%—

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

Income After Fees on $10,000

$809most kept, OEI

OEI$911 − $102 = $809

CGDV$127 − $33 = $94

KeptFee

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