CGDV vs SDMF

ACGDV

BSDMF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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

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, SDMF, SCHD

Today

5.8%most shared, CGDV and SCHD

CGDVSDMFSCHD

CGDV—[…]5.8%

SDMF[…]—[…]

SCHD5.8%[…]—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

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