RJDI vs CGDV

ARJDI

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common22.3%RJDI and CGDV

RJDI

CGDV

RJ Eagle GCM Dividend Select Income ETF · $151MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.63%Expense ratio$63 · $33 on $10k · lower wins0.33%

1.01%12-mo yield$101 · $122 on $10k1.22%

−7.1%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins12.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRJDI · CGDV

6.5%AVGO4.4%

3.6%MSFT6.6%

2.3%UNP2.5%

4.1%JPM2.1%

Held in common22.3%

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	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
2	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk	0.63%	1.01%	+0.6%	+18.5%	+22.9%	new	new	−7.1%	$151M
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	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
2	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk	0.63%	1.01%	+0.6%	+18.5%	+22.9%	new	new	−7.1%	$151M
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

RJDI vs CGDV

RJDI

RJ Eagle GCM Dividend Select Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureRJDICGDV

Fee0.63%0.33%

Cost on $10k a year$63$33

Yield1.01%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−7.1%−9.7%

Volatility · 1Y11.4%12.6%

2–2measures won
level

22.3%

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: RJDI, CGDV, SCHD

Today

22.3%most shared, RJDI and CGDV

RJDICGDVSCHD

RJDI—22.3%9.7%

CGDV22.3%—5.7%

SCHD9.7%5.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

RJDI$101 − $63 = $38

KeptFee

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