RISR vs CGDV

ARISR

BCGDV

Measures won3–2RISR wins · of 6 · 5Y

$10,000 · 5Y$19,674RISR

Lowest cost0.33%CGDV · $33 on $10k

Most income5.84%RISR · $584 on $10k

Smallest drop−1.9%RISR · worst fall in 1Y

Held in common[…]RISR and CGDV

RISR

CGDV

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $485MCapital Group Dividend Value ETF · $39.0B

+9.0%3 years · per year$12,943 · $20,044+26.1%

+14.5%5 years · per year$19,674 · […][…]

1.04%Expense ratio$104 · $33 on $10k · lower wins0.33%

5.84%12-mo yield$584 · $122 on $10k1.22%

−1.9%Worst dropSmaller wins−9.7%

5.3%VolatilityLower wins12.6%

3–2RISR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRISR · CGDV

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

Held in common[…]

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	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk		1.04%	5.84%	−0.3%	+7.0%	+8.9%	+9.0%	+14.5%	−1.9%	$485M
2	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

Both

5Y2 funds

#			Trend
1	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk		1.04%	5.84%	−0.3%	+7.0%	+8.9%	+9.0%	+14.5%	−1.9%	$485M
2	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

RISR vs CGDV

RISR

FolioBeyond Alternative Income and Interest Rate Hedge

$19,674

CGDV

Capital Group Dividend Value

[…]

MeasureRISRCGDV

Fee1.04%0.33%

Cost on $10k a year$104$33

Yield5.84%1.22%

5 years, per year+14.5%[…]

3 years, per year+9.0%+26.1%

Worst drop · 1Y−1.9%−9.7%

Volatility · 1Y5.3%12.6%

3–2measures won
RISR first

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: RISR, CGDV

Today

[…]holdings […]

RISRCGDV

RISR—[…]

CGDV[…]—

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

Income After Fees on $10,000

$480most kept, RISR

RISR$584 − $104 = $480

CGDV$122 − $33 = $89

KeptFee

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