SPYT vs CGDV

ASPYT

BCGDV

Measures won3–1SPYT wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income22.07%SPYT · $2,207 on $10k

Smallest drop−8.0%SPYT · worst fall in 1Y

Held in common0.0%SPYT and CGDV

SPYT

CGDV

Defiance S&P 500 Target Income ETF · $172MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.92%Expense ratio$92 · $33 on $10k · lower wins0.33%

22.07%12-mo yield$2,207 · $127 on $10k1.27%

−8.0%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins13.4%

3–1SPYT wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSPYT · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ASPYT	Defiance S&P 500 Target Income ETFRead Desk		0.92%	22.07%	−4.3%	+7.3%	+7.9%	new	new	−8.0%	$172M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	ASPYT	Defiance S&P 500 Target Income ETFRead Desk		0.92%	22.07%	−4.3%	+7.3%	+7.9%	new	new	−8.0%	$172M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

SPYT vs CGDV

SPYT

Defiance S&P 500 Target Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSPYTCGDV

Fee0.92%0.33%

Cost on $10k a year$92$33

Yield22.07%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−8.0%−9.7%

Volatility · 1Y12.4%13.4%

3–1measures won
SPYT first

0.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPYT, CGDV

Today

0.0%most shared, SPYT and CGDV

SPYTCGDV

SPYT—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$2,115most kept, SPYT

SPYT$2,207 − $92 = $2,115

CGDV$127 − $33 = $94

KeptFee

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