Compare YMAG and CGDV

YMAG 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%$39.0B1.1

YieldMax Magnificent 7 Fund of Option Income ETFIncome · Dividend stocks1.34%47.34%+4.8%+3.3%[…][…]−13.7%18.2%$268M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: YMAG 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Magnificent 7 Fund of Option Income ETF · $268M[…]

YMAG

CGDV

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

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

YMAGMeasureCGDV

+4.8%Year to dateJan 1 → Nov 5+14.6%

+3.3%1 yearTotal return+17.5%

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

[…]5 years · per year[…]

1.34%Expense ratio$134 · $33 a year on $10k · lower is better0.33%

47.34%Trailing 12-mo yield$4,734 · $122 a year on $10k1.22%

−13.7%Worst dropSmaller is better−9.7%

18.2%VolatilityLower is calmer12.6%

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

1–5CGDV wins

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

More Ways to See the Pairs

YMAG vs CGDV: Top 5 Holdings

Today

YMAG

73.6%in top 5

CGDV

in top 524.4%

YMAGStockCGDV

15.1%MSFOnot top 5

15.0%APLYnot top 5

14.9%AMZYnot top 5

14.8%TSLYnot top 5

13.7%NVDYnot top 5

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

YMAG vs CGDV Returns, Every Period

1Y

YieldMaxYMAG

+3.3%

past year

CGDVCapital Group

+17.5%

past year

YMAGCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

YMAG vs CGDV

YTD

YieldMaxYMAG

+4.8%

CGDVCapital Group

+14.6%

+4.8%Year to date+14.6%

−13.7%Worst drop · 1Y−9.7%

18.2%Volatility · 1Y12.6%

47.3%Yield1.2%

$268MAssets$39.0B

3–1CGDV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YMAG, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

YMAG1.34%$134

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: YMAG, CGDV

1Y

47.34%highest, YMAG

FundTrailing yieldYield$10k

YMAG47.34%$4,734

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$4,600most kept, YMAG

YMAG$4,734 − $134 = $4,600

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: YMAG, CGDV

Today

0.0%most shared, YMAG and CGDV

YMAGCGDV

YMAG—0.0%

CGDV0.0%—

End-of-day Nov 5, 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

YMAGWorst drop−13.7%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

YMAGCGDV

+4.8%Year to date+14.6%

47.3%Yield1.2%

+3.3%Past year+17.5%

1.34%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026