XLC vs CGDV

AXLC

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XLC $13,742

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common8.7%XLC and CGDV

XLC

CGDV

State Street Communication Services Select Sector SPDR ETF · $21.9BCapital Group Dividend Value ETF · $39.5B

+18.6%3 years · per year$16,692 · $19,064+24.0%

+6.6%5 years · per year$13,742 · […][…]

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

1.32%12-mo yield$132 · $127 on $10k1.27%

−16.1%Worst dropSmaller wins−9.7%

16.7%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLC · CGDV

21.5%META3.8%

5.0%CMCSA3.1%

10.9%GOOGL1.8%

Held in common8.7%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk	0.08%	1.32%	−0.6%	−10.6%	−6.4%	+18.6%	+6.6%	−16.1%	$21.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AXLC	State Street Communication Services Select Sector SPDR ETFRead Desk	0.08%	1.32%	−0.6%	−10.6%	−6.4%	+18.6%	+6.6%	−16.1%	$21.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

XLC vs CGDV

XLC

Communication Services Select Sector SPDR

$13,742

CGDV

Capital Group Dividend Value

[…]

MeasureXLCCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield1.32%1.27%

5 years, per year+6.6%[…]

3 years, per year+18.6%+24.0%

Worst drop · 1Y−16.1%−9.7%

Volatility · 1Y16.7%13.4%

3–1measures won
CGDV first

8.7%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLC, CGDV, SCHD

Today

8.7%most shared, XLC and CGDV

XLCCGDVSCHD

XLC—8.7%5.6%

CGDV8.7%—5.8%

SCHD5.6%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLC$132 − $8 = $124

CGDV$127 − $33 = $94

KeptFee

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