CGDV vs SSO5YCGDVCGDVAvsBSSOSSOCapital Group Dividend Value ETF · $39.2BProShares - Ultra S&P500 · $7.2BReturns · dividends in+23.5%3 years · per year$18,844 · $24,898+35.5%[…]5 years · per year[…] · $19,446+14.2%Cost and income0.33%Expense ratio$33 · $88 on $10k · lower wins0.88%1.24%12-mo yield$124 · $71 on $10k
Overlap: JEPI, SSO, CGDVToday31.6%most shared, JEPI and SSOJEPISSOCGDVJEPI—31.6%27.1%SSO31.6%—26.7%CGDV27.1%26.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGDV vs SSO5YACGDVCapital Group Dividend Value[…]vsSSOBProShares - Ultra S&P500$19,446MeasureCGDVSSOFee0.33%0.88%Cost on $10k a year$33$88Yield1.24%0.71%5 years, per year[…]+14.2%3 years, per year+23.5%+35.5%Worst drop · 1Y−9.7%−18.2%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSSOProShares - Ultra S&P500ReadDesk0.88%0.71%−0.8%+16.4%+15.5%+35.5%+14.2%−18.2%$7.2B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACGDVCapital 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▲▼1BSSOProShares - Ultra S&P500ReadDesk0.88%0.71%−0.8%+16.4%+15.5%+35.5%+14.2%−18.2%$7.2B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACGDVCapital 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
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
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
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: JEPI, SSO, CGDVToday31.6%most shared, JEPI and SSOJEPISSOCGDVJEPI—31.6%27.1%SSO31.6%—26.7%CGDV27.1%26.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752CGDV$124 − $33 = $91SSO$71 − $88 = −$17KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee