SPYH vs CGDV

ASPYH

BCGDV

Measures won3–1SPYH wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income7.94%SPYH · $794 on $10k

Smallest drop−6.0%SPYH · worst fall in 1Y

Held in common37.0%SPYH and CGDV

SPYH

CGDV

NEOS S&P 500 Hedged Equity Income ETF · $38MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%

7.94%12-mo yield$794 · $127 on $10k1.27%

−6.0%Worst dropSmaller wins−9.7%

9.0%VolatilityLower wins13.4%

3–1SPYH wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSPYH · CGDV

6.2%MSFT7.0%

6.9%NVDA5.7%

4.0%AMZN2.5%

2.2%AVGO4.0%

Held in common37.0%

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							5Y/yr
1	ASPYH	NEOS S&P 500 Hedged Equity Income ETFRead Desk		0.68%	7.94%	0.0%	+5.8%	+7.2%	new	new	−6.0%	$38M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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							5Y/yr
1	ASPYH	NEOS S&P 500 Hedged Equity Income ETFRead Desk		0.68%	7.94%	0.0%	+5.8%	+7.2%	new	new	−6.0%	$38M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

SPYH vs CGDV

SPYH

NEOS S&P 500 Hedged Equity Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSPYHCGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield7.94%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−6.0%−9.7%

Volatility · 1Y9.0%13.4%

3–1measures won
SPYH first

37.0%

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: SPYH, CGDV

Today

37.0%most shared, SPYH and CGDV

SPYHCGDV

SPYH—37.0%

CGDV37.0%—

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

Income After Fees on $10,000

$726most kept, SPYH

SPYH$794 − $68 = $726

CGDV$127 − $33 = $94

KeptFee

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