Compare · 2 funds side by side · dividends reinvested

SRET and CGDV

SRETGlobal X×CGDVCapital Group×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,935SRET · best of the two

Story of the two · IncomeMost incomeSRET · 9.83% · $983 a year on $10k

Story of the two · RiskSmallest drop

SRET and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.3

Global X - SuperDividend REIT ETFIncome · Dividend stocks0.58%9.83%−2.2%−1.1%+9.5%−0.1%−15.5%13.2%$199M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SRET 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - SuperDividend REIT ETF · $199M$9,935

SRET

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

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

SRETMeasureCGDV

−2.2%

More Ways to See the Pairs

SRET vs CGDV: Top 5 Holdings

Today

SRET

25.1%in top 5

CGDV

in top 524.0%

SRETStockCGDV

not top 5MSFT6.6%

6.5%APLEnot top 5

not top 5NVDA5.3%

4.9%LTCnot top 5

not top 5AVGO4.7%

Cost, Income and Risk

Fees: SRET, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SRET0.58%$58

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SRET, CGDV

1Y

9.83%highest, SRET

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+12.3%

−1.1%1 yearTotal return+13.2%

+9.5%3 years · per year$10,000 became $13,118 · $18,844+23.5%

−0.1%5 years · per year$10,000 became $9,935 · […][…]

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

9.83%Trailing 12-mo yield$983 · $124 a year on $10k1.24%

−15.5%Worst dropSmaller is better−9.7%

13.2%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%HRnot top 5

4.5%SBRAnot top 5

4.5%OHInot top 5

not top 5META4.0%

not top 5ORCL3.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SRET vs CGDV Returns, Every Period

1Y

Global XSRET

−1.1%

past year

CGDVCapital Group

+13.2%

past year

SRETCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SRET vs CGDV

YTD

Global XSRET

−2.2%

CGDVCapital Group

+12.3%

−2.2%Year to date+12.3%

−15.5%Worst drop · 1Y−9.7%

13.2%Volatility · 1Y13.5%

9.8%Yield1.2%

$199MAssets$39.0B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SRET9.83%$983

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$925most kept, SRET

SRET$983 − $58 = $925

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SRET, CGDV

Today

0.0%most shared, SRET and CGDV

SRETCGDV

SRET—0.0%

CGDV0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.2%CGDV, at 13.5% volatility

SRETWorst drop−15.5%13.2% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SRETCGDV

−2.2%Year to date+12.3%

9.8%Yield1.2%

−1.1%Past year+13.2%

0.58%Fee0.33%

3–1CGDV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SRET and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two