CGDV vs YRAM

ACGDV

BYRAM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income8.73%YRAM · $873 on $10k

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

Held in common1.2%CGDV and YRAM

CGDV

YRAM

Capital Group Dividend Value ETF · $37.9BYieldMax Memory and Storage Portfolio Option Income ETF · $5M

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $101 on $10k · lower wins1.01%

1.27%12-mo yield$127 · $873 on $10k8.73%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGDV · YRAM

0.7%STX4.9%

0.5%MU15.3%

Held in common1.2%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk		1.01%	8.73%	+3.6%	new	new	new	new	[…]	$5M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk		1.01%	8.73%	+3.6%	new	new	new	new	[…]	$5M

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 YRAM

CGDV

Capital Group Dividend Value

[…]

YRAM

YieldMax Memory and Storage Portfolio Option Income

[…]

MeasureCGDVYRAM

Fee0.33%1.01%

Cost on $10k a year$33$101

Yield1.27%8.73%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

1–1measures won
level

1.2%

holdings shared

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, YRAM

Today

1.2%most shared, CGDV and YRAM

CGDVYRAM

CGDV—1.2%

YRAM1.2%—

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

Income After Fees on $10,000

$772most kept, YRAM

YRAM$873 − $101 = $772

CGDV$127 − $33 = $94

KeptFee

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