QDIV vs CGDV

AQDIV

BCGDV

Measures won3–2QDIV wins · of 6 · 5Y

$10,000 · 5Y$15,836QDIV

Lowest cost0.20%QDIV · $20 on $10k

Most income2.76%QDIV · $276 on $10k

Smallest drop−8.0%QDIV · worst fall in 1Y

Held in common4.2%QDIV and CGDV

QDIV

CGDV

Global X - S&P 500 Quality Dividend ETF · $32MCapital Group Dividend Value ETF · $39.0B

+17.2%3 years · per year$16,113 · $20,044+26.1%

+9.6%5 years · per year$15,836 · […][…]

0.20%Expense ratio$20 · $33 on $10k · lower wins0.33%

2.76%12-mo yield$276 · $122 on $10k1.22%

−8.0%Worst dropSmaller wins−9.7%

13.3%VolatilityLower wins12.6%

3–2QDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQDIV · CGDV

2.0%UNP2.5%

2.1%XOM1.2%

2.1%ITW0.9%

Held in common4.2%

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
1	AQDIV	Global X - S&P 500 Quality Dividend ETFRead Desk		0.20%	2.76%	+3.0%	+27.6%	+30.4%	+17.2%	+9.6%	−8.0%	$32M
2	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

Both

5Y2 funds

#			Trend
1	AQDIV	Global X - S&P 500 Quality Dividend ETFRead Desk		0.20%	2.76%	+3.0%	+27.6%	+30.4%	+17.2%	+9.6%	−8.0%	$32M
2	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

QDIV vs CGDV

QDIV

Global X - S&P 500 Quality Dividend

$15,836

CGDV

Capital Group Dividend Value

[…]

MeasureQDIVCGDV

Fee0.20%0.33%

Cost on $10k a year$20$33

Yield2.76%1.22%

5 years, per year+9.6%[…]

3 years, per year+17.2%+26.1%

Worst drop · 1Y−8.0%−9.7%

Volatility · 1Y13.3%12.6%

3–2measures won
QDIV first

4.2%

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: QDIV, CGDV

Today

4.2%most shared, QDIV and CGDV

QDIVCGDV

QDIV—4.2%

CGDV4.2%—

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

Income After Fees on $10,000

$256most kept, QDIV

QDIV$276 − $20 = $256

CGDV$122 − $33 = $89

KeptFee

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