Compare · 2 funds side by side · dividends reinvested

SPUC and CGDV

SPUCSimplify×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,324SPUC · best of the two

02 / 04

SPUC 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%$38.8B1.3

Simplify US Equity Income ETFIncome · Dividend stocks0.53%15.37%+10.1%+7.6%+26.4%+11.6%−10.4%15.3%$259M1.6

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: SPUC 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity Income ETF · $259M$17,324

SPUC

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPUCMeasureCGDV

+10.1%Year to dateJan 1 → Nov 3+13.0%

+7.6%1 yearTotal return+16.1%

+26.4%3 years · per year$10,000 became $20,174 · $19,988+26.0%

+11.6%5 years · per year$10,000 became $17,324 · […][…]

0.53%Expense ratio$53 · $33 a year on $10k · lower is better0.33%

15.37%Trailing 12-mo yield$1,537 · $123 a year on $10k1.23%

−10.4%Worst dropSmaller is better−9.7%

15.3%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

SPUC vs CGDV: Top 5 Holdings

Today

SPUC

99.8%in top 5

CGDV

in top 524.1%

SPUCStockCGDV

99.8%IVVnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

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

SPUC vs CGDV Returns, Every Period

SimplifySPUC

+7.6%

past year

CGDVCapital Group

+16.1%

past year

SPUCCGDVFaded: behind in that period

1–2CGDV wins

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

SPUC vs CGDV

YTD

SimplifySPUC

+10.1%

CGDVCapital Group

+13.0%

+10.1%Year to date+13.0%

−10.4%Worst drop · 1Y−9.7%

15.3%Volatility · 1Y12.6%

15.4%Yield1.2%

$259MAssets$38.8B

3–1CGDV wins

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

Cost, Income and Risk

Fees: SPUC, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SPUC0.53%$53

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

Yields: SPUC, CGDV

15.37%highest, SPUC

FundTrailing yieldYield$10k

SPUC15.37%$1,537

CGDV1.23%$123

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

Income After Fees on $10,000

$1,484most kept, SPUC

SPUC$1,537 − $53 = $1,484

CGDV$123 − $33 = $90

KeptFee

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

Overlap: SPUC, CGDV

Today

0.0%most shared, SPUC and CGDV

SPUCCGDV

SPUC—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

SPUCWorst drop−10.4%15.3% vol

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

Paid More vs Made More

YTD

SPUCCGDV

+10.1%Year to date+13.0%

15.4%Yield1.2%

+7.6%Past year+16.1%

0.53%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