QQQH vs CGDV

AQQQH

BCGDV

Measures won3–2QQQH wins · of 6 · 5Y

$10,000 · 5Y$13,813QQQH

Lowest cost0.33%CGDV · $33 on $10k

Most income9.56%QQQH · $956 on $10k

Smallest drop−8.9%QQQH · worst fall in 1Y

Held in common31.6%QQQH and CGDV

QQQH

CGDV

NEOS Nasdaq-100 Hedged Equity Income ETF · $365MCapital Group Dividend Value ETF · $39.5B

+18.4%3 years · per year$16,590 · $18,840+23.5%

+6.7%5 years · per year$13,813 · […][…]

0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%

9.56%12-mo yield$956 · $127 on $10k1.27%

−8.9%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins13.4%

3–2QQQH wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQH · CGDV

6.6%MSFT7.0%

7.2%NVDA5.7%

3.0%META3.9%

4.7%AMZN2.5%

Held in common31.6%

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
1	AQQQH	NEOS Nasdaq-100 Hedged Equity Income ETFRead Desk		0.68%	9.56%	+0.7%	+1.9%	+1.9%	+18.4%	+6.7%	−8.9%	$365M
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
1	AQQQH	NEOS Nasdaq-100 Hedged Equity Income ETFRead Desk		0.68%	9.56%	+0.7%	+1.9%	+1.9%	+18.4%	+6.7%	−8.9%	$365M
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

QQQH vs CGDV

QQQH

NEOS Nasdaq-100 Hedged Equity Income

$13,813

CGDV

Capital Group Dividend Value

[…]

MeasureQQQHCGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield9.56%1.27%

5 years, per year+6.7%[…]

3 years, per year+18.4%+23.5%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y12.6%13.4%

3–2measures won
QQQH first

31.6%

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: QQQH, CGDV

Today

31.6%most shared, QQQH and CGDV

QQQHCGDV

QQQH—31.6%

CGDV31.6%—

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

Income After Fees on $10,000

$888most kept, QQQH

QQQH$956 − $68 = $888

CGDV$127 − $33 = $94

KeptFee

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