Compare USOY and CGDV

USOY 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

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%50.08%+70.9%+68.9%[…][…]−25.5%38.0%$78M1.5

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: USOY 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $78M[…]

USOY

CGDV

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

$10,000 five years ago, dividends reinvested

USOYMeasureCGDV

+70.9%Year to dateJan 1 → Nov 3+13.0%

+68.9%1 yearTotal return+16.1%

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

[…]5 years · per year[…]

1.12%Expense ratio$112 · $33 a year on $10k · lower is better0.33%

50.08%Trailing 12-mo yield$5,008 · $123 a year on $10k1.23%

−25.5%Worst dropSmaller is better−9.7%

38.0%VolatilityLower is calmer12.6%

USOYCGDV 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

USOY vs CGDV: Top 5 Holdings

Today

USOY

[…]in top 5

CGDV

in top 524.1%

USOYStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common[…]

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

USOY vs CGDV Returns, Every Period

1Y

DefianceUSOY

+68.9%

past year

CGDVCapital Group

+16.1%

past year

USOYCGDVFaded: behind in that period

2–0USOY wins

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

USOY vs CGDV

YTD

DefianceUSOY

+70.9%

CGDVCapital Group

+13.0%

+70.9%Year to date+13.0%

−25.5%Worst drop · 1Y−9.7%

38.0%Volatility · 1Y12.6%

50.1%Yield1.2%

$78.2MAssets$38.8B

2–2level

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

Cost, Income and Risk

Fees: USOY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

USOY1.12%$112

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

Yields: USOY, CGDV

1Y

50.08%highest, USOY

FundTrailing yieldYield$10k

USOY50.08%$5,008

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$4,896most kept, USOY

USOY$5,008 − $112 = $4,896

CGDV$123 − $33 = $90

KeptFee

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

Overlap: USOY, CGDV

Today

[…]holdings […]

USOYCGDV

USOY—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+68.9%USOY, at 38.0% volatility

CGDVWorst drop−9.7%12.6% vol

USOYWorst drop−25.5%38.0% vol

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

Paid More vs Made More

YTD

USOYCGDV

+70.9%Year to date+13.0%

50.1%Yield1.2%

+68.9%Past year+16.1%

1.12%Fee0.33%

3–1USOY 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