UDIV vs CGDV

AUDIV

BCGDV

Measures won4–1UDIV wins · of 6 · 5Y

$10,000 · 5Y$19,424UDIV · SCHD $16,881

Lowest cost0.06%UDIV · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common39.4%UDIV and CGDV

UDIV

CGDV

Franklin U.S. Core Dividend Tilt Index ETF · $160MCapital Group Dividend Value ETF · $39.0B

+26.8%3 years · per year$20,378 · $20,044+26.1%

+14.2%5 years · per year$19,424 · […][…]

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

1.41%12-mo yield$141 · $122 on $10k1.22%

−8.4%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins12.6%

4–1UDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · CGDV

7.1%NVDA6.3%

6.1%MSFT6.6%

2.6%AVGO4.4%

3.8%AMZN2.4%

Held in common39.4%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$160M
2	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
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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$160M
2	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
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

UDIV vs CGDV

UDIV

Franklin U.S. Core Dividend Tilt Index

$19,424

CGDV

Capital Group Dividend Value

[…]

MeasureUDIVCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.41%1.22%

5 years, per year+14.2%[…]

3 years, per year+26.8%+26.1%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y13.1%12.6%

4–1measures won
UDIV first

39.4%

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: UDIV, CGDV, SCHD

Today

39.4%most shared, UDIV and CGDV

UDIVCGDVSCHD

UDIV—39.4%14.5%

CGDV39.4%—5.7%

SCHD14.5%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

UDIV$141 − $6 = $135

CGDV$122 − $33 = $89

KeptFee

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