TDVG vs CGDV

ATDVG

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · TDVG $15,687

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common30.5%TDVG and CGDV

TDVG

CGDV

T. Rowe Price Dividend Growth ETF · $1.4BCapital Group Dividend Value ETF · $39.0B

+17.9%3 years · per year$16,384 · $19,064+24.0%

+9.4%5 years · per year$15,687 · […][…]

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

0.98%12-mo yield$98 · $127 on $10k1.27%

−7.2%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDVG · CGDV

5.6%MSFT7.0%

3.0%AVGO4.3%

3.2%JPM2.2%

2.0%GE3.1%

Held in common30.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

TDVG vs CGDV

TDVG

T. Rowe Price Dividend Growth

$15,687

CGDV

Capital Group Dividend Value

[…]

MeasureTDVGCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.98%1.27%

5 years, per year+9.4%[…]

3 years, per year+17.9%+24.0%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y10.3%13.4%

3–2measures won
CGDV first

30.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TDVG, CGDV, SCHD

Today

30.5%most shared, TDVG and CGDV

TDVGCGDVSCHD

TDVG—30.5%9.5%

CGDV30.5%—5.8%

SCHD9.5%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

TDVG$98 − $50 = $48

KeptFee

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