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%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$74M1.5

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

End-of-day Nov 6, 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 · $74M[…]

USOY

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested

USOYMeasureCGDV

+61.1%Year to dateJan 1 → Nov 6+9.6%

+60.0%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

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

53.52%Trailing 12-mo yield$5,352 · $127 a year on $10k1.27%

−25.5%Worst dropSmaller is better−9.7%

39.0%VolatilityLower is calmer13.4%

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

3–3Level

End-of-day Nov 6, 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 523.9%

USOYStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

USOY vs CGDV Returns, Every Period

1Y

DefianceUSOY

+60.0%

past year

CGDVCapital Group

+12.9%

past year

USOYCGDVFaded: behind in that period

2–0USOY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USOY vs CGDV

YTD

DefianceUSOY

+61.1%

CGDVCapital Group

+9.6%

+61.1%Year to date+9.6%

−25.5%Worst drop · 1Y−9.7%

39.0%Volatility · 1Y13.4%

53.5%Yield1.3%

$73.5MAssets$37.9B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: USOY, CGDV

1Y

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USOY, CGDV

Today

[…]holdings […]

USOYCGDV

USOY—[…]

CGDV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+60.0%USOY, at 39.0% volatility

CGDVWorst drop−9.7%13.4% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USOYCGDV

+61.1%Year to date+9.6%

53.5%Yield1.3%

+60.0%Past year+12.9%

1.12%Fee0.33%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026