Compare YGLD and CGDV

YGLD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.1

Simplify Gold Strategy PLUS Income ETFIncome · Dividend stocks0.59%27.84%−23.3%−17.3%[…][…]−49.1%46.3%$30M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: YGLD 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Gold Strategy PLUS Income ETF · $30M[…]

YGLD

CGDV

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

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

YGLDMeasureCGDV

−23.3%Year to dateJan 1 → Nov 4+14.6%

−17.3%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $33 a year on $10k · lower is better0.33%

27.84%Trailing 12-mo yield$2,784 · $122 a year on $10k1.22%

−49.1%Worst dropSmaller is better−9.7%

46.3%VolatilityLower is calmer12.6%

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

1–5CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YGLD vs CGDV: Top 5 Holdings

Today

YGLD

29.0%in top 5

CGDV

in top 524.6%

YGLDStockCGDV

29.0%SBILnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

YGLD vs CGDV Returns, Every Period

1Y

SimplifyYGLD

−17.3%

past year

CGDVCapital Group

+17.5%

past year

YGLDCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

YGLD vs CGDV

YTD

SimplifyYGLD

−23.3%

CGDVCapital Group

+14.6%

−23.3%Year to date+14.6%

−49.1%Worst drop · 1Y−9.7%

46.3%Volatility · 1Y12.6%

27.8%Yield1.2%

$30.2MAssets$38.8B

3–1CGDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YGLD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

YGLD0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: YGLD, CGDV

1Y

27.84%highest, YGLD

FundTrailing yieldYield$10k

YGLD27.84%$2,784

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,725most kept, YGLD

YGLD$2,784 − $59 = $2,725

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: YGLD, CGDV

Today

0.0%most shared, YGLD and CGDV

YGLDCGDV

YGLD—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

YGLDWorst drop−49.1%46.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

YGLDCGDV

−23.3%Year to date+14.6%

27.8%Yield1.2%

−17.3%Past year+17.5%

0.59%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026