SPYI vs CGDV

ASPYI

BCGDV

Measures won3–2SPYI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income12.36%SPYI · $1,236 on $10k

Smallest drop−7.7%SPYI · worst fall in 1Y

Held in common37.3%SPYI and CGDV

SPYI

CGDV

Neos S&P 500(R) High Income ETF · $12.5BCapital Group Dividend Value ETF · $39.0B

+17.0%3 years · per year$16,019 · $19,064+24.0%

[…]5 years · per year[…]

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

12.36%12-mo yield$1,236 · $127 on $10k1.27%

−7.7%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.4%

3–2SPYI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSPYI · CGDV

6.2%MSFT7.0%

7.3%NVDA6.1%

3.9%AMZN2.5%

2.3%AVGO4.3%

Held in common37.3%

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							5Y/yr
1	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.36%	−3.5%	+7.6%	+10.0%	+17.0%	new	−7.7%	$12.5B
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							5Y/yr
1	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.36%	−3.5%	+7.6%	+10.0%	+17.0%	new	−7.7%	$12.5B
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

SPYI vs CGDV

SPYI

Neos S&P 500(R) High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSPYICGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield12.36%1.27%

5 years, per year[…][…]

3 years, per year+17.0%+24.0%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y11.3%13.4%

3–2measures won
SPYI first

37.3%

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: SPYI, CGDV

Today

37.3%most shared, SPYI and CGDV

SPYICGDV

SPYI—37.3%

CGDV37.3%—

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

Income After Fees on $10,000

$1,168most kept, SPYI

SPYI$1,236 − $68 = $1,168

CGDV$127 − $33 = $94

KeptFee

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