XAGG vs CGDV

AXAGG

BCGDV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income6.85%XAGG · $685 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%XAGG and CGDV

XAGG

CGDV

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF · $2.3BCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

6.85%12-mo yield$685 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsXAGG · CGDV

0.0%NEE1.1%

0.0%ORCL2.7%

Held in common0.0%

End-of-day Nov 6, 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	AXAGG	Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETFRead Desk		0.50%	6.85%	+0.2%	+2.2%	new	new	new	[…]	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AXAGG	Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETFRead Desk		0.50%	6.85%	+0.2%	+2.2%	new	new	new	[…]	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XAGG vs CGDV

XAGG

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureXAGGCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield6.85%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.4%

1–1measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XAGG, CGDV

Today

0.0%most shared, XAGG and CGDV

XAGGCGDV

XAGG—0.0%

CGDV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$635most kept, XAGG

XAGG$685 − $50 = $635

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee