XUDV vs CGDV

AXUDV

BCGDV

Measures won4–0XUDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.09%XUDV · $9 on $10k

Most income3.34%XUDV · $334 on $10k

Smallest drop−6.8%XUDV · worst fall in 1Y

Held in common3.8%XUDV and CGDV

XUDV

CGDV

Franklin US Dividend Booster Index ETF · $79MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

0.09%Expense ratio$9 · $33 on $10k · lower wins0.33%

3.34%12-mo yield$334 · $123 on $10k1.23%

−6.8%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins12.6%

4–0XUDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsXUDV · CGDV

1.0%CMCSA3.0%

5.1%MO0.8%

0.8%MU0.7%

0.6%STX0.9%

Held in common3.8%

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							5Y/yr
1	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M
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							5Y/yr
1	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M
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

XUDV vs CGDV

XUDV

Franklin US Dividend Booster Index

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureXUDVCGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.34%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−6.8%−9.7%

Volatility · 1Y12.3%12.6%

4–0measures won
XUDV first

3.8%

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: XUDV, CGDV

Today

3.8%most shared, XUDV and CGDV

XUDVCGDV

XUDV—3.8%

CGDV3.8%—

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

Income After Fees on $10,000

$325most kept, XUDV

XUDV$334 − $9 = $325

CGDV$123 − $33 = $90

KeptFee

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