QDF vs CGDV

AQDF

BCGDV

Measures won3–2QDF wins · of 6 · 5Y

$10,000 · 5Y$17,574QDF · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common29.8%QDF and CGDV

QDF

CGDV

Northern Trust Quality Dividend ETF · $2.2BCapital Group Dividend Value ETF · $39.0B

+21.5%3 years · per year$17,948 · $20,044+26.1%

+11.9%5 years · per year$17,574 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

1.49%12-mo yield$149 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

12.0%VolatilityLower wins12.6%

3–2QDF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDF · CGDV

7.1%NVDA6.3%

4.6%MSFT6.6%

2.5%AVGO4.4%

2.3%GE3.1%

Held in common29.8%

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

All Three

5Y3 funds

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.49%	+1.9%	+14.9%	+16.6%	+21.5%	+11.9%	−7.9%	$2.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

All Three

5Y3 funds

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.49%	+1.9%	+14.9%	+16.6%	+21.5%	+11.9%	−7.9%	$2.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

QDF vs CGDV

QDF

Northern Trust Quality Dividend

$17,574

CGDV

Capital Group Dividend Value

[…]

MeasureQDFCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield1.49%1.22%

5 years, per year+11.9%[…]

3 years, per year+21.5%+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y12.0%12.6%

3–2measures won
QDF first

29.8%

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: QDF, CGDV, SCHD

Today

29.8%most shared, QDF and CGDV

QDFCGDVSCHD

QDF—29.8%9.9%

CGDV29.8%—5.7%

SCHD9.9%5.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QDF$149 − $40 = $109

CGDV$122 − $33 = $89

KeptFee

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