CGDV vs SRTY

ACGDV

BSRTY

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$1,998SRTY

Lowest cost0.33%CGDV · $33 on $10k

Most income6.21%SRTY · $621 on $10k

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

Held in common0.0%CGDV and SRTY

CGDV

SRTY

Capital Group Dividend Value ETF · $38.7BProShares - UltraPro Short Russell2000 · $69M

+23.9%3 years · per year$19,001 · $1,428−47.7%

[…]5 years · per year[…] · $1,998−27.5%

0.33%Expense ratio$33 · $110 on $10k · lower wins1.10%

1.23%12-mo yield$123 · $621 on $10k6.21%

−9.7%

End-of-day Nov 11, 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	BSRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.21%	−2.6%	−39.4%	−42.2%	−47.7%	−27.5%	−60.9%	$69M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.21%	−2.6%	−39.4%	−42.2%	−47.7%	−27.5%	−60.9%	$69M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SRTY

CGDV

Capital Group Dividend Value

[…]

SRTY

ProShares - UltraPro Short Russell2000

$1,998

MeasureCGDVSRTY

Fee0.33%1.10%

Cost on $10k a year$33$110

Yield1.23%6.21%

5 years, per year[…]−27.5%

3 years, per year+23.9%−47.7%

Worst drop · 1Y−9.7%−60.9%

Volatility · 1Y13.5%

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CGDV vs SRTY

Both

Both

$10,000 in CGDV, SRTY

Overlap: CGDV, SRTY

CGDV vs SRTY

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Overlap: CGDV, SRTY

Income After Fees on $10,000