QDF vs CGDV

AQDF

BCGDV

Measures won3–2QDF wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · QDF $16,723

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common29.4%QDF and CGDV

QDF

CGDV

Northern Trust Quality Dividend ETF · $2.2BCapital Group Dividend Value ETF · $39.5B

+19.5%3 years · per year$17,046 · $18,840+23.5%

+10.8%5 years · per year$16,723 · […][…]

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

1.55%12-mo yield$155 · $127 on $10k1.27%

−7.9%Worst dropSmaller wins−9.7%

12.7%VolatilityLower wins13.4%

3–2QDF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDF · CGDV

6.4%NVDA5.7%

4.8%MSFT7.0%

2.3%GE3.1%

2.2%AVGO4.0%

Held in common29.4%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	0.0%	+10.3%	+12.6%	+19.5%	+10.8%	−7.9%	$2.2B
3	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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	0.0%	+10.3%	+12.6%	+19.5%	+10.8%	−7.9%	$2.2B
3	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

QDF vs CGDV

QDF

Northern Trust Quality Dividend

$16,723

CGDV

Capital Group Dividend Value

[…]

MeasureQDFCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield1.55%1.27%

5 years, per year+10.8%[…]

3 years, per year+19.5%+23.5%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y12.7%13.4%

3–2measures won
QDF first

29.4%

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: QDF, CGDV, VYM

Today

29.4%most shared, QDF and CGDV

QDFCGDVVYM

QDF—29.4%22.5%

CGDV29.4%—22.8%

VYM22.5%22.8%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

QDF$155 − $40 = $115

CGDV$127 − $33 = $94

KeptFee

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