QLD vs CGDV

AQLD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$20,482QLD

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

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

Held in common26.4%QLD and CGDV

QLD

CGDV

ProShares - Ultra QQQ · $13.2BCapital Group Dividend Value ETF · $38.8B

+44.0%3 years · per year$29,852 · $20,044+26.1%

+15.4%5 years · per year$20,482 · […][…]

0.96%Expense ratio$96 · $33 on $10k · lower wins0.33%

0.15%12-mo yield$15 · $122 on $10k1.22%

−24.1%Worst dropSmaller wins−9.7%

40.5%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLD · CGDV

5.8%NVDA6.3%

4.5%MSFT6.6%

3.2%AMZN2.4%

2.2%META3.8%

Held in common26.4%

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
1	AQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$13.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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
1	AQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$13.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

QLD vs CGDV

QLD

ProShares - Ultra QQQ

$20,482

CGDV

Capital Group Dividend Value

[…]

MeasureQLDCGDV

Fee0.96%0.33%

Cost on $10k a year$96$33

Yield0.15%1.22%

5 years, per year+15.4%[…]

3 years, per year+44.0%+26.1%

Worst drop · 1Y−24.1%−9.7%

Volatility · 1Y40.5%12.6%

4–1measures won
CGDV first

26.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QLD, CGDV

Today

26.4%most shared, QLD and CGDV

QLDCGDV

QLD—26.4%

CGDV26.4%—

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

QLD$15 − $96 = −$81

KeptFee

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