TBG vs CGDV

ATBG

BCGDV

Measures won3–1TBG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.57%TBG · $257 on $10k

Smallest drop−7.9%TBG · worst fall in 1Y

Held in common12.0%TBG and CGDV

TBG

CGDV

TBG Dividend Focus ETF · $330MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

2.57%12-mo yield$257 · $124 on $10k1.24%

−7.9%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins13.5%

3–1TBG wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTBG · CGDV

2.0%SBUX2.6%

1.9%JPM2.2%

1.6%CMCSA3.1%

1.5%CSCO2.4%

Held in common12.0%

End-of-day Nov 9, 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	ATBG	TBG Dividend Focus ETFRead Desk		0.45%	2.57%	+1.3%	+20.8%	+25.2%	new	new	−7.9%	$330M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATBG	TBG Dividend Focus ETFRead Desk		0.45%	2.57%	+1.3%	+20.8%	+25.2%	new	new	−7.9%	$330M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TBG vs CGDV

TBG

TBG Dividend Focus

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureTBGCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield2.57%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y11.0%13.5%

3–1measures won
TBG first

12.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TBG, CGDV

Today

12.0%most shared, TBG and CGDV

TBGCGDV

TBG—12.0%

CGDV12.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$212most kept, TBG

TBG$257 − $45 = $212

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee