XSHD vs CGDV

AXSHD

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · XSHD $8,044

Lowest cost0.06%SCHD · $6 on $10k

Most income5.06%XSHD · $506 on $10k

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

Held in common0.0%XSHD and CGDV

XSHD

CGDV

Invesco S&P SmallCap High Dividend Low Volatility ETF · $66MCapital Group Dividend Value ETF · $39.5B

+4.2%3 years · per year$11,316 · $18,840+23.5%

−4.3%5 years · per year$8,044 · […][…]

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

5.06%12-mo yield$506 · $127 on $10k1.27%

−13.3%Worst dropSmaller wins−9.7%

14.8%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSHD · CGDV

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

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk	0.30%	5.06%	−1.1%	+6.9%	+7.6%	+4.2%	−4.3%	−13.3%	$66M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk	0.30%	5.06%	−1.1%	+6.9%	+7.6%	+4.2%	−4.3%	−13.3%	$66M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

XSHD vs CGDV

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,044

CGDV

Capital Group Dividend Value

[…]

MeasureXSHDCGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield5.06%1.27%

5 years, per year−4.3%[…]

3 years, per year+4.2%+23.5%

Worst drop · 1Y−13.3%−9.7%

Volatility · 1Y14.8%13.4%

3–2measures won
CGDV first

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XSHD, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

XSHDCGDVSCHD

XSHD—0.0%0.3%

CGDV0.0%—5.9%

SCHD0.3%5.9%—

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

Income After Fees on $10,000

$476most kept, XSHD

XSHD$506 − $30 = $476

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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