DINE vs CGDV5YDINEDINEAvsBCGDVCGDVSimplify Tax Aware Diversified Income Strategy ETF · $3MCapital Group Dividend Value ETF · $39.2BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income0.25%Expense ratio$25 · $33 on $10k · lower wins0.33%1.22%12-mo yield$122 · $124 on $10k1.24%Risk · 1 year
$10,000 in DINE, CGDV, VYM5Y$10k startVYM $17.3kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: DINE, CGDV, VYMToday23.2%most shared, CGDV and VYMDINECGDVVYMDINE—[…][…]CGDV[…]—23.2%VYM[…]23.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DINE vs CGDV5YADINESimplify Tax Aware Diversified Income Strategy[…]vsCGDVBCapital Group Dividend Value[…]MeasureDINECGDVFee0.25%0.33%Cost on $10k a year$25$33Yield1.22%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%Worst drop · 1Y[…]−9.7%Volatility · 1Y[…]13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2ADINESimplify Tax Aware Diversified Income Strategy ETFReadDesk0.25%1.22%0.0%newnewnewnew[…]$3M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2ADINESimplify Tax Aware Diversified Income Strategy ETFReadDesk0.25%1.22%0.0%newnewnewnew[…]$3M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: DINE, CGDV, VYMToday23.2%most shared, CGDV and VYMDINECGDVVYMDINE—[…][…]CGDV[…]—23.2%VYM[…]23.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$219most kept, VYMVYM$223 − $4 = $219DINE$122 − $25 = $97CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee