YLDE vs CGDV

AYLDE

BCGDV

Measures won3–2YLDE wins · of 6 · 5Y

$10,000 · 5Y$15,881YLDE

Lowest cost0.33%CGDV · $33 on $10k

Most income7.42%YLDE · $742 on $10k

Smallest drop−7.6%YLDE · worst fall in 1Y

Held in common25.5%YLDE and CGDV

YLDE

CGDV

Franklin ClearBridge Enhanced Income ETF · $177MCapital Group Dividend Value ETF · $37.9B

+17.0%3 years · per year$16,016 · $18,840+23.5%

+9.7%5 years · per year$15,881 · […][…]

0.48%Expense ratio$48 · $33 on $10k · lower wins0.33%

7.42%12-mo yield$742 · $127 on $10k1.27%

−7.6%Worst dropSmaller wins−9.7%

9.8%VolatilityLower wins13.4%

3–2YLDE wins

$10,000 · 5 yearsOne scale

Shared top holdingsYLDE · CGDV

3.7%MSFT7.0%

2.8%NVDA5.7%

2.6%UNP2.5%

2.1%CMCSA3.2%

Held in common25.5%

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

Both

5Y2 funds

#			Trend
1	AYLDE	Franklin ClearBridge Enhanced Income ETFRead Desk		0.48%	7.42%	−0.8%	+10.2%	+14.5%	+17.0%	+9.7%	−7.6%	$177M
2	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

Both

5Y2 funds

#			Trend
1	AYLDE	Franklin ClearBridge Enhanced Income ETFRead Desk		0.48%	7.42%	−0.8%	+10.2%	+14.5%	+17.0%	+9.7%	−7.6%	$177M
2	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

YLDE vs CGDV

YLDE

Franklin ClearBridge Enhanced Income

$15,881

CGDV

Capital Group Dividend Value

[…]

MeasureYLDECGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield7.42%1.27%

5 years, per year+9.7%[…]

3 years, per year+17.0%+23.5%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y9.8%13.4%

3–2measures won
YLDE first

25.5%

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: YLDE, CGDV

Today

25.5%most shared, YLDE and CGDV

YLDECGDV

YLDE—25.5%

CGDV25.5%—

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

Income After Fees on $10,000

$694most kept, YLDE

YLDE$742 − $48 = $694

CGDV$127 − $33 = $94

KeptFee

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