UDIV vs CGDV

AUDIV

BCGDV

Measures won4–1UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,997UDIV

Lowest cost0.06%UDIV · $6 on $10k

Most income1.43%UDIV · $143 on $10k

Smallest drop−8.4%UDIV · worst fall in 1Y

Held in common39.1%UDIV and CGDV

UDIV

CGDV

Franklin U.S. Core Dividend Tilt Index ETF · $157MCapital Group Dividend Value ETF · $38.8B

+26.6%3 years · per year$20,285 · $19,988+26.0%

+13.7%5 years · per year$18,997 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

1.43%12-mo yield$143 · $123 on $10k1.23%

−8.4%Worst dropSmaller wins−9.7%

13.0%VolatilityLower wins12.6%

4–1UDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · CGDV

6.9%NVDA6.2%

6.0%MSFT6.5%

2.5%AVGO4.3%

3.7%AMZN2.3%

Held in common39.1%

End-of-day Nov 3, 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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDIV vs CGDV

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,997

CGDV

Capital Group Dividend Value

[…]

MeasureUDIVCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.43%1.23%

5 years, per year+13.7%[…]

3 years, per year+26.6%+26.0%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y13.0%12.6%

4–1measures won
UDIV first

39.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: UDIV, CGDV

Today

39.1%most shared, UDIV and CGDV

UDIVCGDV

UDIV—39.1%

CGDV39.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$137most kept, UDIV

UDIV$143 − $6 = $137

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee