KYLD vs SGRT

AKYLD

BSGRT

Measures won3–1KYLD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.59%SGRT · $59 on $10k

Most income35.29%KYLD · $3,529 on $10k

Smallest drop−19.7%KYLD · worst fall in 1Y

Held in common3.2%KYLD and SGRT

KYLD

SGRT

Kurv ETF Trust - Kurv High Income ETF · $47MSMART Earnings Growth 30 ETF · $59M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.24%Expense ratio$124 · $59 on $10k · lower wins0.59%

35.29%12-mo yield$3,529 · $14 on $10k0.14%

−19.7%Worst dropSmaller wins−25.0%

30.7%VolatilityLower wins39.8%

3–1KYLD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsKYLD · SGRT

7.0%AMD3.2%

Held in common3.2%

End-of-day Nov 4, 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						3Y/yr	5Y/yr
1	AKYLD	Kurv ETF Trust - Kurv High Income ETFRead Desk		1.24%	35.29%	−0.8%	+0.1%	−9.7%	new	new	−19.7%	$47M
2	BSGRT	SMART Earnings Growth 30 ETFRead Desk		0.59%	0.14%	−2.6%	+17.1%	+11.9%	new	new	−25.0%	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AKYLD	Kurv ETF Trust - Kurv High Income ETFRead Desk		1.24%	35.29%	−0.8%	+0.1%	−9.7%	new	new	−19.7%	$47M
2	BSGRT	SMART Earnings Growth 30 ETFRead Desk		0.59%	0.14%	−2.6%	+17.1%	+11.9%	new	new	−25.0%	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KYLD vs SGRT

KYLD

Kurv ETF Trust - Kurv High Income

[…]

SGRT

SMART Earnings Growth 30

[…]

MeasureKYLDSGRT

Fee1.24%0.59%

Cost on $10k a year$124$59

Yield35.29%0.14%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.7%−25.0%

Volatility · 1Y30.7%39.8%

3–1measures won
KYLD first

3.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KYLD, SGRT

Today

3.2%most shared, KYLD and SGRT

KYLDSGRT

KYLD—3.2%

SGRT3.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,405most kept, KYLD

KYLD$3,529 − $124 = $3,405

SGRT$14 − $59 = −$45

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee