STXD vs CGDV

ASTXD

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−9.1%STXD · worst fall in 1Y

Held in common24.7%STXD and CGDV

STXD

CGDV

Strive 1000 Dividend Growth ETF · $70MCapital Group Dividend Value ETF · $38.8B

+18.7%3 years · per year$16,708 · $20,044+26.1%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

1.04%12-mo yield$104 · $122 on $10k1.22%

−9.1%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSTXD · CGDV

5.3%MSFT6.6%

4.7%AVGO4.4%

4.9%JPM2.1%

2.0%RTX3.3%

Held in common24.7%

End-of-day Nov 4, 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	ASTXD	Strive 1000 Dividend Growth ETFRead Desk		0.35%	1.04%	+1.7%	+12.4%	+14.4%	+18.7%	new	−9.1%	$70M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASTXD	Strive 1000 Dividend Growth ETFRead Desk		0.35%	1.04%	+1.7%	+12.4%	+14.4%	+18.7%	new	−9.1%	$70M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STXD vs CGDV

STXD

Strive 1000 Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSTXDCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield1.04%1.22%

5 years, per year[…][…]

3 years, per year+18.7%+26.1%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.3%12.6%

3–2measures won
CGDV first

24.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: STXD, CGDV

Today

24.7%most shared, STXD and CGDV

STXDCGDV

STXD—24.7%

CGDV24.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

STXD$104 − $35 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee