XSHD vs CGDV

AXSHD

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$8,236XSHD

Lowest cost0.30%XSHD · $30 on $10k

Most income4.93%XSHD · $493 on $10k

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

Held in common0.0%XSHD and CGDV

XSHD

CGDV

Invesco S&P SmallCap High Dividend Low Volatility ETF · $64MCapital Group Dividend Value ETF · $39.0B

+5.7%3 years · per year$11,813 · $20,044+26.1%

−3.8%5 years · per year$8,236 · […][…]

0.30%Expense ratio$30 · $33 on $10k · lower wins0.33%

4.93%12-mo yield$493 · $122 on $10k1.22%

−13.3%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHD · CGDV

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	4.93%	+3.0%	+9.6%	+12.1%	+5.7%	−3.8%	−13.3%	$64M
2	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

Both

5Y2 funds

#			Trend
1	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	4.93%	+3.0%	+9.6%	+12.1%	+5.7%	−3.8%	−13.3%	$64M
2	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

XSHD vs CGDV

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,236

CGDV

Capital Group Dividend Value

[…]

MeasureXSHDCGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield4.93%1.22%

5 years, per year−3.8%[…]

3 years, per year+5.7%+26.1%

Worst drop · 1Y−13.3%−9.7%

Volatility · 1Y14.7%12.6%

3–2measures won
CGDV first

0.0%

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: XSHD, CGDV

Today

0.0%most shared, XSHD and CGDV

XSHDCGDV

XSHD—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$463most kept, XSHD

XSHD$493 − $30 = $463

CGDV$122 − $33 = $89

KeptFee

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