RDIV vs CGDV5YRDIVRDIVAvsBCGDVCGDVInvesco S&P Ultra Dividend Revenue ETF · $1.5BCapital Group Dividend Value ETF · $39.0BReturns · dividends in+24.1%3 years · per year$19,102 · $18,844+23.5%+13.4%5 years · per year$18,730 · […][…]Cost and income0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%3.40%12-mo yield$340 · $124 on $10k
Overlap: RDIV, CGDV, JEPIToday27.1%most shared, CGDV and JEPIRDIVCGDVJEPIRDIV—4.7%2.4%CGDV4.7%—27.1%JEPI2.4%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RDIV vs CGDV5YARDIVInvesco S&P Ultra Dividend Revenue$18,730vsCGDVBCapital Group Dividend Value[…]MeasureRDIVCGDVFee0.39%0.33%Cost on $10k a year$39$33Yield3.40%1.24%5 years, per year+13.4%[…]3 years, per year+24.1%+23.5%Worst drop · 1Y−10.7%−9.7%Volatility · 1Y13.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARDIVInvesco S&P Ultra Dividend Revenue ETFReadDesk0.39%3.40%+0.9%+23.6%+22.8%+24.1%+13.4%−10.7%$1.5B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARDIVInvesco S&P Ultra Dividend Revenue ETFReadDesk0.39%3.40%+0.9%+23.6%+22.8%+24.1%+13.4%−10.7%$1.5B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: RDIV, CGDV, JEPIToday27.1%most shared, CGDV and JEPIRDIVCGDVJEPIRDIV—4.7%2.4%CGDV4.7%—27.1%JEPI2.4%27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752RDIV$340 − $39 = $301CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee