CGDV vs STLU

ACGDV

BSTLU

Measures won2–0CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]CGDV and STLU

CGDV

STLU

Capital Group Dividend Value ETF · $37.9BVolatility Shares Trust - 2x Stellar ETF · $2M

+23.5%3 years · per year$18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $185 on $10k · lower wins1.85%

1.27%12-mo yield$127 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

2–0CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · STLU

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

Held in common[…]

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BSTLU	Volatility Shares Trust - 2x Stellar ETFRead Desk	1.85%	1.09%	−0.9%	new	new	new	new	[…]	$2M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BSTLU	Volatility Shares Trust - 2x Stellar ETFRead Desk	1.85%	1.09%	−0.9%	new	new	new	new	[…]	$2M

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 STLU

CGDV

Capital Group Dividend Value

[…]

STLU

Volatility Shares Trust - 2x Stellar

[…]

MeasureCGDVSTLU

Fee0.33%1.85%

Cost on $10k a year$33$185

Yield1.27%1.09%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

2–0measures won
CGDV first

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

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

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%

$40.7BAssets$45.2B

1–1level

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, STLU, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVSTLUSCHD

CGDV—[…]5.9%

STLU[…]—[…]

SCHD5.9%[…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

STLU$109 − $185 = −$76

KeptFee

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