RDIV vs CGDV

ARDIV

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,458RDIV · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.37%RDIV · $337 on $10k

Smallest drop−6.9%SCHD · 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 · $39.0B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RDIV, CGDV, SCHD

Today

17.2%most shared, RDIV and SCHD

RDIVCGDVSCHD

RDIV—4.6%17.2%

CGDV4.6%—5.7%

SCHD17.2%5.7%—

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

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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