PBDC vs CGDV

APBDC

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income11.12%PBDC · $1,112 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%PBDC and CGDV

PBDC

CGDV

Putnam BDC Income ETF · $279MCapital Group Dividend Value ETF · $38.8B

+7.0%3 years · per year$12,255 · $20,044+26.1%

[…]5 years · per year[…]

11.77%Expense ratio$1,177 · $33 on $10k · lower wins0.33%

11.12%12-mo yield$1,112 · $122 on $10k1.22%

−15.6%Worst dropSmaller wins−9.7%

19.5%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsPBDC · 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	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$279M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$279M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

PBDC vs CGDV

PBDC

Putnam BDC Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePBDCCGDV

Fee11.77%0.33%

Cost on $10k a year$1,177$33

Yield11.12%1.22%

5 years, per year[…][…]

3 years, per year+7.0%+26.1%

Worst drop · 1Y−15.6%−9.7%

Volatility · 1Y19.5%12.6%

4–1measures won
CGDV 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PBDC, CGDV

Today

0.0%most shared, PBDC and CGDV

PBDCCGDV

PBDC—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

$89most kept, CGDV

CGDV$122 − $33 = $89

PBDC$1,112 − $1,177 = −$65

KeptFee

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