CGDV vs SDMF

ACGDV

BSDMF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.84%DGRO · $184 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]CGDV and SDMF

CGDV

SDMF

Capital Group Dividend Value ETF · $37.8BSimplify DBi CTA Managed Futures Index ETF · $51M

+23.7%3 years · per year$18,934 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $21 on $10k · lower wins0.21%

1.24%12-mo yield$124 · $77 on $10k0.77%

−9.7%Worst dropSmaller wins[…]

13.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SDMF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
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
3	BSDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk	0.21%	0.77%	−1.1%	new	new	new	new	[…]	$51M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
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
3	BSDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk	0.21%	0.77%	−1.1%	new	new	new	new	[…]	$51M

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 SDMF

CGDV

Capital Group Dividend Value

[…]

SDMF

Simplify DBi CTA Managed Futures Index

[…]

MeasureCGDVSDMF

Fee0.33%0.21%

Cost on $10k a year$33$21

Yield1.24%0.77%

5 years, per year[…][…]

3 years, per year+23.7%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.5%[…]

1–1measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: CGDV, SDMF, DGRO

Today

28.2%most shared, CGDV and DGRO

CGDVSDMFDGRO

CGDV—[…]28.2%

SDMF[…]—[…]

DGRO28.2%[…]—

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

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

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