XSPI vs CGDV

AXSPI

BCGDV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income14.99%XSPI · $1,499 on $10k

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

Held in common38.2%XSPI and CGDV

XSPI

CGDV

NEOS Boosted S&P 500 High Income ETF · $129MCapital Group Dividend Value ETF · $37.9B

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

[…]5 years · per year[…]

0.98%Expense ratio$98 · $33 on $10k · lower wins0.33%

14.99%12-mo yield$1,499 · $127 on $10k1.27%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.4%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSPI · CGDV

6.7%MSFT7.0%

7.4%NVDA5.7%

4.3%AMZN2.5%

2.3%AVGO4.0%

Held in common38.2%

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%	$119.9B
2	AXSPI	NEOS Boosted S&P 500 High Income ETFRead Desk	0.98%	14.99%	+0.1%	new	new	new	new	[…]	$129M
3	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

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%	$119.9B
2	AXSPI	NEOS Boosted S&P 500 High Income ETFRead Desk	0.98%	14.99%	+0.1%	new	new	new	new	[…]	$129M
3	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

XSPI vs CGDV

XSPI

NEOS Boosted S&P 500 High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureXSPICGDV

Fee0.98%0.33%

Cost on $10k a year$98$33

Yield14.99%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

38.2%

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: XSPI, CGDV, SCHD

Today

38.2%most shared, XSPI and CGDV

XSPICGDVSCHD

XSPI—38.2%8.7%

CGDV38.2%—5.9%

SCHD8.7%5.9%—

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

Income After Fees on $10,000

$1,401most kept, XSPI

XSPI$1,499 − $98 = $1,401

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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