QQQI vs CGDV

AQQQI

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income15.42%QQQI · $1,542 on $10k

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

Held in common32.2%QQQI and CGDV

QQQI

CGDV

NEOS Nasdaq-100 High Income ETF · $14.9BCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

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

15.42%12-mo yield$1,542 · $127 on $10k1.27%

−12.7%Worst dropSmaller wins−9.7%

18.2%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsQQQI · CGDV

6.8%MSFT7.0%

7.5%NVDA5.7%

3.1%META3.9%

4.8%AMZN2.5%

Held in common32.2%

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							5Y/yr
1	AQQQI	NEOS Nasdaq-100 High Income ETFRead Desk		0.68%	15.42%	+1.2%	+3.3%	+3.3%	new	new	−12.7%	$14.9B
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							5Y/yr
1	AQQQI	NEOS Nasdaq-100 High Income ETFRead Desk		0.68%	15.42%	+1.2%	+3.3%	+3.3%	new	new	−12.7%	$14.9B
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

QQQI vs CGDV

QQQI

NEOS Nasdaq-100 High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureQQQICGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield15.42%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−12.7%−9.7%

Volatility · 1Y18.2%13.4%

3–1measures won
CGDV first

32.2%

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: QQQI, CGDV

Today

32.2%most shared, QQQI and CGDV

QQQICGDV

QQQI—32.2%

CGDV32.2%—

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

Income After Fees on $10,000

$1,474most kept, QQQI

QQQI$1,542 − $68 = $1,474

CGDV$127 − $33 = $94

KeptFee

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