CGDV vs SSO

ACGDV

BSSO

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · JEPI $14,118

Lowest cost0.33%CGDV · $33 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common28.1%CGDV and SSO

CGDV

SSO

Capital Group Dividend Value ETF · $37.9BProShares - Ultra S&P500 · $7.0B

+23.5%3 years · per year$18,840 · $25,327+36.3%

[…]5 years · per year[…] · $19,267+14.0%

0.33%Expense ratio$33 · $88 on $10k · lower wins0.88%

1.27%12-mo yield$127 · $75 on $10k0.75%

−9.7%Worst dropSmaller wins−18.2%

13.4%VolatilityLower wins27.1%

4–1CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SSO

5.7%NVDA4.7%

7.0%MSFT4.2%

2.5%AMZN2.7%

2.0%AAPL5.4%

Held in common28.1%

End-of-day Nov 6, 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	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SSO

CGDV

Capital Group Dividend Value

[…]

SSO

ProShares - Ultra S&P500

$19,267

MeasureCGDVSSO

Fee0.33%0.88%

Cost on $10k a year$33$88

Yield1.27%0.75%

5 years, per year[…]+14.0%

3 years, per year+23.5%+36.3%

Worst drop · 1Y−9.7%−18.2%

Volatility · 1Y13.4%27.1%

4–1measures won
CGDV first

28.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, SSO, JEPI

Today

32.0%most shared, SSO and JEPI

CGDVSSOJEPI

CGDV—28.1%27.1%

SSO28.1%—32.0%

JEPI27.1%32.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee