Compare SDMF and CGDV

SDMF and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.1

Simplify DBi CTA Managed Futures Index ETFUnsorted0.21%0.77%[…][…][…][…][…][…]$51M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SDMF

CGDV

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

$10,000 five years ago, dividends reinvested

SDMFMeasureCGDV

[…]Year to dateJan 1 → Nov 9+12.1%

[…]1 yearTotal return+16.1%

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

[…]5 years · per year[…]

0.21%Expense ratio$21 · $33 a year on $10k · lower is better0.33%

0.77%Trailing 12-mo yield$77 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

SDMFCGDV 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

SDMF vs CGDV: Top 5 Holdings

Today

SDMF

-28.8%in top 5

CGDV

in top 524.2%

SDMFStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

-28.8%SBILnot top 5

Held in common[…]

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

SDMF vs CGDV Returns, Every Period

1Y

SimplifySDMF

[…]

past year

CGDVCapital Group

+16.1%

past year

Returns […]

SDMFCGDVFaded: behind in that period

0–0Level

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

Unsorted vs Income: SDMF vs CGDV

YTD

SimplifySDMF

[…]

CGDVCapital Group

+12.1%

[…]Year to date+12.1%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y13.5%

0.8%Yield1.2%

$50.6MAssets$37.8B

1–0CGDV wins

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

Cost, Income and Risk

Fees: SDMF, CGDV

Today

0.21%lowest, SDMF

FundExpense ratioFee$10k

SDMF0.21%$21

CGDV0.33%$33

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

Yields: SDMF, CGDV

1Y

1.24%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.24%$124

SDMF0.77%$77

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

Income After Fees on $10,000

1Y

$91most kept, CGDV

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

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

Overlap: SDMF, CGDV

Today

[…]holdings […]

SDMFCGDV

SDMF—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.1%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

SDMFWorst drop[…][…]

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

Popular Pairs Near These Two

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