GUSH vs CGDV

AGUSH

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,823GUSH

Lowest cost0.33%CGDV · $33 on $10k

Most income1.29%GUSH · $129 on $10k

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

Held in common1.5%GUSH and CGDV

GUSH

CGDV

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF · $177MCapital Group Dividend Value ETF · $39.5B

+2.3%3 years · per year$10,701 · $18,840+23.5%

+8.2%5 years · per year$14,823 · […][…]

0.94%Expense ratio$94 · $33 on $10k · lower wins0.33%

1.29%12-mo yield$129 · $127 on $10k1.27%

−36.2%Worst dropSmaller wins−9.7%

60.2%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGUSH · CGDV

1.0%XOM1.2%

0.8%FANG0.6%

Held in common1.5%

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
1	AGUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETFRead Desk		0.94%	1.29%	−0.6%	+71.7%	+74.8%	+2.3%	+8.2%	−36.2%	$177M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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
1	AGUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETFRead Desk		0.94%	1.29%	−0.6%	+71.7%	+74.8%	+2.3%	+8.2%	−36.2%	$177M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

GUSH vs CGDV

GUSH

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X

$14,823

CGDV

Capital Group Dividend Value

[…]

MeasureGUSHCGDV

Fee0.94%0.33%

Cost on $10k a year$94$33

Yield1.29%1.27%

5 years, per year+8.2%[…]

3 years, per year+2.3%+23.5%

Worst drop · 1Y−36.2%−9.7%

Volatility · 1Y60.2%13.4%

4–0measures won
CGDV first

1.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GUSH, CGDV

Today

1.5%most shared, GUSH and CGDV

GUSHCGDV

GUSH—1.5%

CGDV1.5%—

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

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

GUSH$129 − $94 = $35

KeptFee

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