UDI vs CGDV

AUDI

BCGDV

Measures won3–2UDI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 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 · $39.0B

+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 yearsAll three, one scale

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.55%	+1.9%	+20.2%	+27.9%	+22.5%	new	−6.5%	$3M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.55%	+1.9%	+20.2%	+27.9%	+22.5%	new	−6.5%	$3M
3	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

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%

$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: UDI, CGDV, SCHD

Today

12.5%most shared, UDI and SCHD

UDICGDVSCHD

UDI—8.4%12.5%

CGDV8.4%—5.7%

SCHD12.5%5.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

UDI$255 − $65 = $190

CGDV$122 − $33 = $89

KeptFee

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