SPYD vs CGDV

ASPYD

BCGDV

Measures won3–2SPYD wins · of 6 · 5Y

$10,000 · 5Y$15,311SPYD

Lowest cost0.07%SPYD · $7 on $10k

Most income4.17%SPYD · $417 on $10k

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

Held in common3.3%SPYD and CGDV

SPYD

CGDV

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.9BCapital Group Dividend Value ETF · $37.9B

+18.9%3 years · per year$16,806 · $18,840+23.5%

+8.9%5 years · per year$15,311 · […][…]

0.07%Expense ratio$7 · $33 on $10k · lower wins0.33%

4.17%12-mo yield$417 · $127 on $10k1.27%

−9.8%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins13.4%

3–2SPYD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYD · CGDV

1.4%CMCSA3.2%

1.1%IP1.7%

1.4%MO0.8%

Held in common3.3%

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

Both

5Y2 funds

#			Trend
1	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk		0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.9B
2	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

Both

5Y2 funds

#			Trend
1	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk		0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.9B
2	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

SPYD vs CGDV

SPYD

SPDR Portfolio S&P 500 High Dividend

$15,311

CGDV

Capital Group Dividend Value

[…]

MeasureSPYDCGDV

Fee0.07%0.33%

Cost on $10k a year$7$33

Yield4.17%1.27%

5 years, per year+8.9%[…]

3 years, per year+18.9%+23.5%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y12.5%13.4%

3–2measures won
SPYD first

3.3%

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: SPYD, CGDV

Today

3.3%most shared, SPYD and CGDV

SPYDCGDV

SPYD—3.3%

CGDV3.3%—

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

Income After Fees on $10,000

$410most kept, SPYD

SPYD$417 − $7 = $410

CGDV$127 − $33 = $94

KeptFee

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