RDIV vs CGDV

ARDIV

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,458RDIV

Lowest cost0.33%CGDV · $33 on $10k

Most income3.37%RDIV · $337 on $10k

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

Held in common4.6%RDIV and CGDV

RDIV

CGDV

Invesco S&P Ultra Dividend Revenue ETF · $1.5BCapital Group Dividend Value ETF · $38.8B

+26.6%3 years · per year$20,283 · $20,044+26.1%

+14.2%5 years · per year$19,458 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

3.37%12-mo yield$337 · $122 on $10k1.22%

−10.7%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · CGDV

5.2%CMCSA3.0%

4.2%IP1.6%

Held in common4.6%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

RDIV vs CGDV

RDIV

Invesco S&P Ultra Dividend Revenue

$19,458

CGDV

Capital Group Dividend Value

[…]

MeasureRDIVCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield3.37%1.22%

5 years, per year+14.2%[…]

3 years, per year+26.6%+26.1%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y13.7%12.6%

3–2measures won
CGDV first

4.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RDIV, CGDV

Today

4.6%most shared, RDIV and CGDV

RDIVCGDV

RDIV—4.6%

CGDV4.6%—

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

Income After Fees on $10,000

$298most kept, RDIV

RDIV$337 − $39 = $298

CGDV$122 − $33 = $89

KeptFee

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