TDVG vs CGDV

ATDVG

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,313TDVG

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−7.2%TDVG · worst fall in 1Y

Held in common30.5%TDVG and CGDV

TDVG

CGDV

T. Rowe Price Dividend Growth ETF · $1.3BCapital Group Dividend Value ETF · $38.8B

+19.4%3 years · per year$17,032 · $20,044+26.1%

+10.3%5 years · per year$16,313 · […][…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.94%12-mo yield$94 · $122 on $10k1.22%

−7.2%Worst dropSmaller wins−9.7%

9.8%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVG · CGDV

5.6%MSFT6.6%

3.0%AVGO4.4%

3.2%JPM2.1%

2.0%GE3.1%

Held in common30.5%

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
1	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.94%	+2.1%	+16.1%	+19.2%	+19.4%	+10.3%	−7.2%	$1.3B
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
1	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.94%	+2.1%	+16.1%	+19.2%	+19.4%	+10.3%	−7.2%	$1.3B
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

TDVG vs CGDV

TDVG

T. Rowe Price Dividend Growth

$16,313

CGDV

Capital Group Dividend Value

[…]

MeasureTDVGCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.94%1.22%

5 years, per year+10.3%[…]

3 years, per year+19.4%+26.1%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y9.8%12.6%

3–2measures won
CGDV first

30.5%

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: TDVG, CGDV

Today

30.5%most shared, TDVG and CGDV

TDVGCGDV

TDVG—30.5%

CGDV30.5%—

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

TDVG$94 − $50 = $44

KeptFee

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