YYY vs CGDV

AYYY

BCGDV

Measures won3–2YYY wins · of 6 · 5Y

$10,000 · 5Y$10,933YYY

Lowest cost0.33%CGDV · $33 on $10k

Most income14.13%YYY · $1,413 on $10k

Smallest drop−9.3%YYY · worst fall in 1Y

Held in common0.0%YYY and CGDV

YYY

CGDV

Amplify CEF High Income ETF · $679MCapital Group Dividend Value ETF · $39.0B

+11.8%3 years · per year$13,978 · $19,064+24.0%

+1.8%5 years · per year$10,933 · […][…]

3.23%Expense ratio$323 · $33 on $10k · lower wins0.33%

14.13%12-mo yield$1,413 · $127 on $10k1.27%

−9.3%Worst dropSmaller wins−9.7%

9.9%VolatilityLower wins13.4%

3–2YYY wins

$10,000 · 5 yearsOne scale

Shared top holdingsYYY · CGDV

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

Held in common0.0%

End-of-day Nov 5, 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	AYYY	Amplify CEF High Income ETFRead Desk		3.23%	14.13%	−2.2%	−1.5%	−0.3%	+11.8%	+1.8%	−9.3%	$679M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AYYY	Amplify CEF High Income ETFRead Desk		3.23%	14.13%	−2.2%	−1.5%	−0.3%	+11.8%	+1.8%	−9.3%	$679M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

YYY vs CGDV

YYY

Amplify CEF High Income

$10,933

CGDV

Capital Group Dividend Value

[…]

MeasureYYYCGDV

Fee3.23%0.33%

Cost on $10k a year$323$33

Yield14.13%1.27%

5 years, per year+1.8%[…]

3 years, per year+11.8%+24.0%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y9.9%13.4%

3–2measures won
YYY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: YYY, CGDV

Today

0.0%most shared, YYY and CGDV

YYYCGDV

YYY—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,090most kept, YYY

YYY$1,413 − $323 = $1,090

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee