CGDV vs ORCS5YCGDVCGDVAvsBORCSORCSCapital Group Dividend Value ETF · $39.0BDirexion Daily ORCL Bear 1X ETF · $6MReturns · dividends in+23.5%3 years · per year$18,844 · […][…][…]5 years · per year[…]Cost and income0.33%Expense ratio$33 · $99 on $10k · lower wins0.99%1.24%12-mo yield$124 · $193 on $10k1.93%Risk · 1 year
$10,000 in CGDV, ORCS, VYM5Y$10k startVYM $17.3kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, ORCS, VYMToday23.2%most shared, CGDV and VYMCGDVORCSVYMCGDV—[…]23.2%ORCS[…]—[…]VYM23.2%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGDV vs ORCS5YACGDVCapital Group Dividend Value[…]vsORCSBDirexion Daily ORCL Bear 1X[…]MeasureCGDVORCSFee0.33%0.99%Cost on $10k a year$33$99Yield1.24%1.93%5 years, per year[…][…]3 years, per year+23.5%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0B3BORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.93%+1.7%+17.4%newnewnew[…]$6MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0B3BORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.93%+1.7%+17.4%newnewnew[…]$6MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CGDV, ORCS, VYMToday23.2%most shared, CGDV and VYMCGDVORCSVYMCGDV—[…]23.2%ORCS[…]—[…]VYM23.2%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$219most kept, VYMVYM$223 − $4 = $219ORCS$193 − $99 = $94CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee