SPHD vs CGDV

ASPHD

BCGDV

Measures won3–1SPHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SPHD $14,937

Lowest cost0.06%SCHD · $6 on $10k

Most income4.76%SPHD · $476 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.6%SPHD and CGDV

SPHD

CGDV

Invesco S&P 500 High Dividend Low Volatility ETF · $3.5BCapital Group Dividend Value ETF · $37.9B

+15.7%3 years · per year$15,496 · $18,840+23.5%

+8.4%5 years · per year$14,937 · […][…]

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

4.76%12-mo yield$476 · $127 on $10k1.27%

−9.7%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins13.4%

3–1SPHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPHD · CGDV

2.6%CMCSA3.2%

1.4%XOM1.2%

2.9%MO0.8%

Held in common4.6%

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk	0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B
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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk	0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B
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

SPHD vs CGDV

SPHD

Invesco S&P 500 High Dividend Low Volatility

$14,937

CGDV

Capital Group Dividend Value

[…]

MeasureSPHDCGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield4.76%1.27%

5 years, per year+8.4%[…]

3 years, per year+15.7%+23.5%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y12.4%13.4%

3–1measures won
SPHD first

4.6%

holdings shared

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: SPHD, CGDV, SCHD

Today

22.0%most shared, SPHD and SCHD

SPHDCGDVSCHD

SPHD—4.6%22.0%

CGDV4.6%—5.9%

SCHD22.0%5.9%—

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

Income After Fees on $10,000

$446most kept, SPHD

SPHD$476 − $30 = $446

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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