SPHD vs CGDV

ASPHD

BCGDV

Measures won3–1SPHD wins · of 6 · 5Y

$10,000 · 5Y$14,697SPHD

Lowest cost0.30%SPHD · $30 on $10k

Most income4.78%SPHD · $478 on $10k

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

Held in common4.6%SPHD and CGDV

SPHD

CGDV

Invesco S&P 500 High Dividend Low Volatility ETF · $3.4BCapital Group Dividend Value ETF · $38.8B

+16.4%3 years · per year$15,773 · $19,988+26.0%

+8.0%5 years · per year$14,697 · […][…]

0.30%Expense ratio$30 · $33 on $10k · lower wins0.33%

4.78%12-mo yield$478 · $123 on $10k1.23%

−9.7%Worst dropSmaller wins−9.7%

12.1%VolatilityLower wins12.6%

3–1SPHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHD · CGDV

2.5%CMCSA3.0%

1.6%XOM1.3%

2.9%MO0.8%

Held in common4.6%

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
1	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.78%	−0.8%	+12.8%	+15.3%	+16.4%	+8.0%	−9.7%	$3.4B
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
1	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.78%	−0.8%	+12.8%	+15.3%	+16.4%	+8.0%	−9.7%	$3.4B
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

SPHD vs CGDV

SPHD

Invesco S&P 500 High Dividend Low Volatility

$14,697

CGDV

Capital Group Dividend Value

[…]

MeasureSPHDCGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield4.78%1.23%

5 years, per year+8.0%[…]

3 years, per year+16.4%+26.0%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y12.1%12.6%

3–1measures won
SPHD first

4.6%

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: SPHD, CGDV

Today

4.6%most shared, SPHD and CGDV

SPHDCGDV

SPHD—4.6%

CGDV4.6%—

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

Income After Fees on $10,000

$448most kept, SPHD

SPHD$478 − $30 = $448

CGDV$123 − $33 = $90

KeptFee

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