XLC vs CGDV

AXLC

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$13,367XLC

Lowest cost0.08%XLC · $8 on $10k

Most income1.36%XLC · $136 on $10k

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

Held in common8.5%XLC and CGDV

XLC

CGDV

State Street Communication Services Select Sector SPDR ETF · $21.6BCapital Group Dividend Value ETF · $38.8B

+18.5%3 years · per year$16,646 · $19,988+26.0%

+6.0%5 years · per year$13,367 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

1.36%12-mo yield$136 · $123 on $10k1.23%

−16.1%Worst dropSmaller wins−9.7%

16.4%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLC · CGDV

22.1%META3.8%

4.7%CMCSA3.0%

11.1%GOOGL1.7%

Held in common8.5%

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	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk		0.08%	1.36%	+1.2%	−13.0%	−10.6%	+18.5%	+6.0%	−16.1%	$21.6B
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	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk		0.08%	1.36%	+1.2%	−13.0%	−10.6%	+18.5%	+6.0%	−16.1%	$21.6B
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

XLC vs CGDV

XLC

Communication Services Select Sector SPDR

$13,367

CGDV

Capital Group Dividend Value

[…]

MeasureXLCCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield1.36%1.23%

5 years, per year+6.0%[…]

3 years, per year+18.5%+26.0%

Worst drop · 1Y−16.1%−9.7%

Volatility · 1Y16.4%12.6%

3–2measures won
CGDV first

8.5%

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: XLC, CGDV

Today

8.5%most shared, XLC and CGDV

XLCCGDV

XLC—8.5%

CGDV8.5%—

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

Income After Fees on $10,000

$128most kept, XLC

XLC$136 − $8 = $128

CGDV$123 − $33 = $90

KeptFee

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