CGDV vs QLD

ACGDV

BQLD

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,832QLD

Lowest cost0.33%CGDV · $33 on $10k

Most income1.24%CGDV · $124 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common27.5%CGDV and QLD

CGDV

QLD

Capital Group Dividend Value ETF · $37.8BProShares - Ultra QQQ · $12.3B

+23.7%3 years · per year$18,934 · $26,366+38.1%

[…]5 years · per year[…] · $18,832+13.5%

0.33%Expense ratio$33 · $96 on $10k · lower wins0.96%

1.24%12-mo yield$124 · $16 on $10k0.16%

−9.7%Worst dropSmaller wins−28.3%

13.5%VolatilityLower wins42.9%

4–1CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · QLD

5.9%NVDA5.7%

6.9%MSFT5.0%

2.5%AMZN3.6%

4.1%META2.3%

Held in common27.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.16%	+6.8%	+12.6%	+12.4%	+38.1%	+13.5%	−28.3%	$12.3B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.16%	+6.8%	+12.6%	+12.4%	+38.1%	+13.5%	−28.3%	$12.3B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs QLD

CGDV

Capital Group Dividend Value

[…]

QLD

ProShares - Ultra QQQ

$18,832

MeasureCGDVQLD

Fee0.33%0.96%

Cost on $10k a year$33$96

Yield1.24%0.16%

5 years, per year[…]+13.5%

3 years, per year+23.7%+38.1%

Worst drop · 1Y−9.7%−28.3%

Volatility · 1Y13.5%42.9%

4–1measures won
CGDV first

27.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CGDV, QLD

Today

27.5%most shared, CGDV and QLD

CGDVQLD

CGDV—27.5%

QLD27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$91most kept, CGDV

CGDV$124 − $33 = $91

QLD$16 − $96 = −$80

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee