SPDV vs CGDV

ASPDV

BCGDV

Measures won4–1SPDV wins · of 6 · 5Y

$10,000 · 5Y$16,689SPDV

Lowest cost0.29%SPDV · $29 on $10k

Most income3.22%SPDV · $322 on $10k

Smallest drop−7.3%SPDV · worst fall in 1Y

Held in common3.7%SPDV and CGDV

SPDV

CGDV

AAM S&P 500 High Dividend Value ETF · $108MCapital Group Dividend Value ETF · $39.0B

+21.7%3 years · per year$18,004 · $19,064+24.0%

+10.8%5 years · per year$16,689 · […][…]

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

3.22%12-mo yield$322 · $127 on $10k1.27%

−7.3%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins13.4%

4–1SPDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDV · CGDV

1.8%CMCSA3.1%

1.7%NEE1.0%

1.9%MO0.8%

Held in common3.7%

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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.22%	−1.3%	+23.4%	+28.5%	+21.7%	+10.8%	−7.3%	$108M
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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.22%	−1.3%	+23.4%	+28.5%	+21.7%	+10.8%	−7.3%	$108M
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

SPDV vs CGDV

SPDV

AAM S&P 500 High Dividend Value

$16,689

CGDV

Capital Group Dividend Value

[…]

MeasureSPDVCGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield3.22%1.27%

5 years, per year+10.8%[…]

3 years, per year+21.7%+24.0%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.3%13.4%

4–1measures won
SPDV first

3.7%

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: SPDV, CGDV

Today

3.7%most shared, SPDV and CGDV

SPDVCGDV

SPDV—3.7%

CGDV3.7%—

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

Income After Fees on $10,000

$293most kept, SPDV

SPDV$322 − $29 = $293

CGDV$127 − $33 = $94

KeptFee

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