Compare · 3 funds side by side · dividends reinvested

CGDV, SDMF and VYM

CGDVCapital Group×SDMFSimplify×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

CGDV, SDMF and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.0

Simplify DBi CTA Managed Futures Index ETFUnsorted0.21%0.77%[…][…][…][…][…][…]$51M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · SDMF 2026 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

SDMF

Simplify DBi CTA Managed Futures Index ETF · $51M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureSDMF

+12.1%Year to dateJan 1 → Nov 9[…]

+16.1%1 yearTotal return[…]

+23.7%3 years · per year$10,000 became $18,934 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $77 a year on $10k0.77%

−9.7%Worst dropSmaller is better[…]

13.5%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SDMF: Top 5 Holdings

Today

CGDV

24.2%in top 5

SDMF

in top 5-28.8%

CGDVStockSDMF

6.9%MSFTnot top 5

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

not top 5SBIL-28.8%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CGDV vs SDMF Returns, Every Period

Capital GroupCGDV

+16.1%

past year

SDMFSimplify

[…]

past year

Returns […]

CGDVSDMFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CGDV vs VYM

YTD

Capital GroupCGDV

+12.1%

VYMVanguard

+15.4%

+12.1%Year to date+15.4%

−9.7%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y10.8%

1.2%Yield2.3%

$37.8BAssets$78.9B

4–0VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SDMF, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SDMF0.21%$21

CGDV0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGDV, SDMF, VYM

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

CGDV1.24%$124

SDMF0.77%$77

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGDV, SDMF, VYM

Today

22.8%most shared, CGDV and VYM

CGDVSDMFVYM

CGDV—[…]22.8%

SDMF[…]—[…]

VYM22.8%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

SDMFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VYMCGDV

+15.4%Year to date+12.1%

2.3%Yield1.2%

+19.5%Past year+16.1%

0.04%Fee0.33%

4–0VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026