SMDV vs CGDV

ASMDV

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$13,316SMDV

Lowest cost0.33%CGDV · $33 on $10k

Most income2.33%SMDV · $233 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%SMDV and CGDV

SMDV

CGDV

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $681MCapital Group Dividend Value ETF · $39.0B

+14.4%3 years · per year$14,980 · $19,064+24.0%

+5.9%5 years · per year$13,316 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

2.33%12-mo yield$233 · $127 on $10k1.27%

−9.8%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDV · CGDV

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

Held in common0.0%

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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M
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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M
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

SMDV vs CGDV

SMDV

ProShares S&P SmallCap 600 Dividend Aristocrats

$13,316

CGDV

Capital Group Dividend Value

[…]

MeasureSMDVCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield2.33%1.27%

5 years, per year+5.9%[…]

3 years, per year+14.4%+24.0%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y14.3%13.4%

4–1measures won
CGDV first

0.0%

holdings shared

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: SMDV, CGDV

Today

0.0%most shared, SMDV and CGDV

SMDVCGDV

SMDV—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$193most kept, SMDV

SMDV$233 − $40 = $193

CGDV$127 − $33 = $94

KeptFee

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