SIFI vs CGDV

ASIFI

BCGDV

Measures won3–2SIFI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SIFI $11,286

Lowest cost0.06%SCHD · $6 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 · $37.9B

+7.1%3 years · per year$12,269 · $18,840+23.5%

+2.4%5 years · per year$11,286 · […][…]

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 yearsAll three, one scale

Shared top holdingsSIFI · CGDV

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

Held in common[…]

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk	0.50%	6.57%	0.0%	+0.9%	+2.4%	+7.1%	+2.4%	−2.9%	$23M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk	0.50%	6.57%	0.0%	+0.9%	+2.4%	+7.1%	+2.4%	−2.9%	$23M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$11,286

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+7.1%+23.5%

Worst drop · 1Y−2.9%−9.7%

Volatility · 1Y3.4%13.4%

3–2measures won
SIFI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SIFI, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

SIFICGDVSCHD

SIFI—[…][…]

CGDV[…]—5.9%

SCHD[…]5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, SIFI

SIFI$657 − $50 = $607

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee