SPYI vs CGDV5YSPYISPYIAvsBCGDVCGDVNeos S&P 500(R) High Income ETF · $12.3BCapital Group Dividend Value ETF · $37.8BReturns · dividends in+16.9%3 years · per year$15,957 · $18,754+23.3%[…]5 years · per year[…]Cost and income0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%12.11%12-mo yield$1,211 · $124 on $10k1.24%
$10,000 in SPYI, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SPYI, CGDV, SCHDToday36.7%most shared, SPYI and CGDVSPYICGDVSCHDSPYI—36.7%8.3%CGDV36.7%—5.7%SCHD8.3%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SPYI vs CGDV5YASPYINeos S&P 500(R) High Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureSPYICGDVFee0.68%0.33%Cost on $10k a year$68$33Yield12.11%1.24%5 years, per year[…][…]3 years, per year+16.9%+23.3%Worst drop · 1Y−7.7%−9.7%Volatility · 1Y11.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2ASPYINeos S&P 500(R) High Income ETFReadDesk0.68%12.11%−0.2%+9.8%+12.8%+16.9%new−7.7%$12.3B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2ASPYINeos S&P 500(R) High Income ETFReadDesk0.68%12.11%−0.2%+9.8%+12.8%+16.9%new−7.7%$12.3B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SPYI, CGDV, SCHDToday36.7%most shared, SPYI and CGDVSPYICGDVSCHDSPYI—36.7%8.3%CGDV36.7%—5.7%SCHD8.3%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,143most kept, SPYISPYI$1,211 − $68 = $1,143SCHD$294 − $6 = $288CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee