TSPY vs CGDV

ATSPY

BCGDV

Measures won2–1TSPY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income14.25%TSPY · $1,425 on $10k

Smallest drop−9.6%TSPY · worst fall in 1Y

Held in common37.5%TSPY and CGDV

TSPY

CGDV

TappAlpha SPY Growth & Daily Income ETF · $403MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%

14.25%12-mo yield$1,425 · $122 on $10k1.22%

−9.6%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins12.6%

2–1TSPY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTSPY · CGDV

7.7%NVDA6.3%

6.0%MSFT6.6%

2.4%AVGO4.4%

3.8%AMZN2.4%

Held in common37.5%

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							5Y/yr
1	ATSPY	TappAlpha SPY Growth & Daily Income ETFRead Desk		0.68%	14.25%	+1.7%	+11.5%	+12.0%	new	new	−9.6%	$403M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	ATSPY	TappAlpha SPY Growth & Daily Income ETFRead Desk		0.68%	14.25%	+1.7%	+11.5%	+12.0%	new	new	−9.6%	$403M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

TSPY vs CGDV

TSPY

TappAlpha SPY Growth & Daily Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureTSPYCGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield14.25%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y12.6%12.6%

2–1measures won
TSPY first

37.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TSPY, CGDV

Today

37.5%most shared, TSPY and CGDV

TSPYCGDV

TSPY—37.5%

CGDV37.5%—

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

Income After Fees on $10,000

$1,357most kept, TSPY

TSPY$1,425 − $68 = $1,357

CGDV$122 − $33 = $89

KeptFee

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