SIFI vs CGDV

ASIFI

BCGDV

Measures won3–2SIFI wins · of 6 · 5Y

$10,000 · 5Y$11,277SIFI

Lowest cost0.33%CGDV · $33 on $10k

Most income6.57%SIFI · $657 on $10k

Smallest drop−2.9%SIFI · worst fall in 1Y

Held in common[…]SIFI and CGDV

SIFI

CGDV

Harbor Ares Systematic Multi-Sector Income ETF · $23MCapital Group Dividend Value ETF · $39.0B

+7.3%3 years · per year$12,356 · $19,064+24.0%

+2.4%5 years · per year$11,277 · […][…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

6.57%12-mo yield$657 · $127 on $10k1.27%

−2.9%Worst dropSmaller wins−9.7%

3.4%VolatilityLower wins13.4%

3–2SIFI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIFI · CGDV

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

Held in common[…]

End-of-day Nov 5, 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	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	−0.2%	+0.9%	+2.3%	+7.3%	+2.4%	−2.9%	$23M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend
1	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	−0.2%	+0.9%	+2.3%	+7.3%	+2.4%	−2.9%	$23M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

SIFI vs CGDV

SIFI

Harbor Ares Systematic Multi-Sector Income

$11,277

CGDV

Capital Group Dividend Value

[…]

MeasureSIFICGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield6.57%1.27%

5 years, per year+2.4%[…]

3 years, per year+7.3%+24.0%

Worst drop · 1Y−2.9%−9.7%

Volatility · 1Y3.4%13.4%

3–2measures won
SIFI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SIFI, CGDV

Today

[…]holdings […]

SIFICGDV

SIFI—[…]

CGDV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, SIFI

SIFI$657 − $50 = $607

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee