UDI vs CGDV

AUDI

BCGDV

Measures won3–2UDI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.55%UDI · $255 on $10k

Smallest drop−6.5%UDI · worst fall in 1Y

Held in common8.4%UDI and CGDV

UDI

CGDV

USCF Dividend Income ETF · $3MCapital Group Dividend Value ETF · $38.8B

+22.5%3 years · per year$18,362 · $20,044+26.1%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

2.55%12-mo yield$255 · $122 on $10k1.22%

−6.5%Worst dropSmaller wins−9.7%

10.0%VolatilityLower wins12.6%

3–2UDI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsUDI · CGDV

2.4%CSCO2.5%

3.5%ABBV1.9%

3.6%0Y6X.L1.4%

2.0%TRP.TO1.0%

Held in common8.4%

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	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.55%	+1.9%	+20.2%	+27.9%	+22.5%	new	−6.5%	$3M
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							5Y/yr
1	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.55%	+1.9%	+20.2%	+27.9%	+22.5%	new	−6.5%	$3M
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

UDI vs CGDV

UDI

USCF Dividend Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureUDICGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield2.55%1.22%

5 years, per year[…][…]

3 years, per year+22.5%+26.1%

Worst drop · 1Y−6.5%−9.7%

Volatility · 1Y10.0%12.6%

3–2measures won
UDI first

8.4%

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: UDI, CGDV

Today

8.4%most shared, UDI and CGDV

UDICGDV

UDI—8.4%

CGDV8.4%—

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

Income After Fees on $10,000

$190most kept, UDI

UDI$255 − $65 = $190

CGDV$122 − $33 = $89

KeptFee

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