Compare BIGY and CGDV

BIGY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

YieldMax Target 12 Big 50 Option Income ETFIncome · Dividend stocks1.09%12.57%+4.5%+4.5%[…][…]−8.4%11.5%$31M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BIGY 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Target 12 Big 50 Option Income ETF · $31M[…]

BIGY

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

BIGYMeasureCGDV

+4.5%Year to dateJan 1 → Nov 3+13.0%

+4.5%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

1.09%Expense ratio$109 · $33 a year on $10k · lower is better0.33%

12.57%Trailing 12-mo yield$1,258 · $123 a year on $10k1.23%

−8.4%Worst dropSmaller is better−9.7%

11.5%VolatilityLower is calmer12.6%

BIGYCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BIGY vs CGDV: Top 5 Holdings

Today

BIGY

39.6%in top 5

CGDV

in top 524.1%

BIGYStockCGDV

9.1%AAPLnot top 5

8.9%MSFT6.5%

7.9%NVDA6.2%

7.3%GOOGLnot top 5

6.4%AMZNnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common41.3%

End-of-day Nov 3, 2026 · share of each fund

BIGY vs CGDV Returns, Every Period

1Y

YieldMaxBIGY

+4.5%

past year

CGDVCapital Group

+16.1%

past year

BIGYCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BIGY vs CGDV

YTD

YieldMaxBIGY

+4.5%

CGDVCapital Group

+13.0%

+4.5%Year to date+13.0%

−8.4%Worst drop · 1Y−9.7%

11.5%Volatility · 1Y12.6%

12.6%Yield1.2%

$31.1MAssets$38.8B

3–1BIGY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BIGY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

BIGY1.09%$109

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BIGY, CGDV

1Y

12.57%highest, BIGY

FundTrailing yieldYield$10k

BIGY12.57%$1,258

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,149most kept, BIGY

BIGY$1,258 − $109 = $1,149

CGDV$123 − $33 = $90

KeptFee

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

Overlap: BIGY, CGDV

Today

41.3%most shared, BIGY and CGDV

BIGYCGDV

BIGY—41.3%

CGDV41.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.1%CGDV, at 12.6% volatility

BIGYWorst drop−8.4%11.5% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BIGYCGDV

+4.5%Year to date+13.0%

12.6%Yield1.2%

+4.5%Past year+16.1%

1.09%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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