TSPY vs CGDV

ATSPY

BCGDV

Measures won3–1TSPY wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income14.83%TSPY · $1,483 on $10k

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

Held in common37.0%TSPY and CGDV

TSPY

CGDV

TappAlpha SPY Growth & Daily Income ETF · $410MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

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

14.83%12-mo yield$1,483 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

13.3%VolatilityLower wins13.4%

3–1TSPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPY · CGDV

6.2%MSFT7.0%

6.9%NVDA5.7%

4.0%AMZN2.5%

2.2%AVGO4.0%

Held in common37.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ATSPY	TappAlpha SPY Growth & Daily Income ETFRead Desk	0.68%	14.83%	+0.3%	+7.1%	+8.5%	new	new	−9.6%	$410M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ATSPY	TappAlpha SPY Growth & Daily Income ETFRead Desk	0.68%	14.83%	+0.3%	+7.1%	+8.5%	new	new	−9.6%	$410M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

Yield14.83%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y13.3%13.4%

3–1measures won
TSPY first

37.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TSPY, CGDV, SCHD

Today

37.0%most shared, TSPY and CGDV

TSPYCGDVSCHD

TSPY—37.0%8.6%

CGDV37.0%—5.9%

SCHD8.6%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,415most kept, TSPY

TSPY$1,483 − $68 = $1,415

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee