SPDG vs CGDV

ASPDG

BCGDV

Measures won4–1SPDG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.05%SPDG · $5 on $10k

Most income2.65%SPDG · $265 on $10k

Smallest drop−8.3%SPDG · worst fall in 1Y

Held in common17.2%SPDG and CGDV

SPDG

CGDV

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $14MCapital Group Dividend Value ETF · $38.8B

+23.0%3 years · per year$18,588 · $19,988+26.0%

[…]5 years · per year[…]

0.05%Expense ratio$5 · $33 on $10k · lower wins0.33%

2.65%12-mo yield$265 · $123 on $10k1.23%

−8.3%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins12.6%

4–1SPDG wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSPDG · CGDV

2.5%CMCSA3.0%

7.6%CSCO2.5%

1.5%ABBV1.9%

1.4%PM1.7%

Held in common17.2%

End-of-day Nov 3, 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							5Y/yr
1	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.65%	0.0%	+18.0%	+21.4%	+23.0%	new	−8.3%	$14M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.65%	0.0%	+18.0%	+21.4%	+23.0%	new	−8.3%	$14M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

SPDG vs CGDV

SPDG

SPDR Portfolio S&P Sector Neutral Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSPDGCGDV

Fee0.05%0.33%

Cost on $10k a year$5$33

Yield2.65%1.23%

5 years, per year[…][…]

3 years, per year+23.0%+26.0%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y12.5%12.6%

4–1measures won
SPDG first

17.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SPDG, CGDV

Today

17.2%most shared, SPDG and CGDV

SPDGCGDV

SPDG—17.2%

CGDV17.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$260most kept, SPDG

SPDG$265 − $5 = $260

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee