QTPI vs CGDV

AQTPI

BCGDV

Measures won3–1QTPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income4.46%QTPI · $446 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common0.0%QTPI and CGDV

QTPI

CGDV

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%

4.46%12-mo yield$446 · $127 on $10k1.27%

−2.8%Worst dropSmaller wins−9.7%

4.9%VolatilityLower wins13.4%

3–1QTPI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsQTPI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QTPI vs CGDV

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureQTPICGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield4.46%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−2.8%−9.7%

Volatility · 1Y4.9%13.4%

3–1measures won
QTPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QTPI, CGDV

Today

0.0%most shared, QTPI and CGDV

QTPICGDV

QTPI—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$386most kept, QTPI

QTPI$446 − $60 = $386

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee