TMDV vs CGDV

ATMDV

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$12,802TMDV

Lowest cost0.33%CGDV · $33 on $10k

Most income2.40%TMDV · $240 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common3.8%TMDV and CGDV

TMDV

CGDV

ProShares - Russell U.S. Dividend Growers ETF · $5MCapital Group Dividend Value ETF · $39.5B

+11.9%3 years · per year$14,007 · $19,064+24.0%

+5.1%5 years · per year$12,802 · […][…]

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

2.40%12-mo yield$240 · $127 on $10k1.27%

−9.8%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMDV · CGDV

1.6%ABT1.0%

1.6%MCD1.0%

1.6%ITW0.9%

1.5%APD0.8%

Held in common3.8%

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
1	ATMDV	ProShares - Russell U.S. Dividend Growers ETFRead Desk		0.35%	2.40%	−1.6%	+17.9%	+21.6%	+11.9%	+5.1%	−9.8%	$5M
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
1	ATMDV	ProShares - Russell U.S. Dividend Growers ETFRead Desk		0.35%	2.40%	−1.6%	+17.9%	+21.6%	+11.9%	+5.1%	−9.8%	$5M
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

TMDV vs CGDV

TMDV

ProShares - Russell U.S. Dividend Growers

$12,802

CGDV

Capital Group Dividend Value

[…]

MeasureTMDVCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield2.40%1.27%

5 years, per year+5.1%[…]

3 years, per year+11.9%+24.0%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y12.9%13.4%

3–2measures won
CGDV first

3.8%

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: TMDV, CGDV

Today

3.8%most shared, TMDV and CGDV

TMDVCGDV

TMDV—3.8%

CGDV3.8%—

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

Income After Fees on $10,000

$205most kept, TMDV

TMDV$240 − $35 = $205

CGDV$127 − $33 = $94

KeptFee

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