WEEL vs CGDV

AWEEL

BCGDV

Measures won3–1WEEL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income13.20%WEEL · $1,320 on $10k

Smallest drop−6.8%WEEL · worst fall in 1Y

Held in common0.0%WEEL and CGDV

WEEL

CGDV

Peerless Option Income Wheel ETF · $49MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

1.24%Expense ratio$124 · $33 on $10k · lower wins0.33%

13.20%12-mo yield$1,320 · $127 on $10k1.27%

−6.8%Worst dropSmaller wins−9.7%

10.6%VolatilityLower wins13.4%

3–1WEEL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsWEEL · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AWEEL	Peerless Option Income Wheel ETFRead Desk		1.24%	13.20%	−2.7%	+5.5%	+8.5%	new	new	−6.8%	$49M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AWEEL	Peerless Option Income Wheel ETFRead Desk		1.24%	13.20%	−2.7%	+5.5%	+8.5%	new	new	−6.8%	$49M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

WEEL vs CGDV

WEEL

Peerless Option Income Wheel

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureWEELCGDV

Fee1.24%0.33%

Cost on $10k a year$124$33

Yield13.20%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−6.8%−9.7%

Volatility · 1Y10.6%13.4%

3–1measures won
WEEL first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WEEL, CGDV

Today

0.0%most shared, WEEL and CGDV

WEELCGDV

WEEL—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,196most kept, WEEL

WEEL$1,320 − $124 = $1,196

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee