QLD vs CGDV

AQLD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,751QLD · JEPI $14,118

Lowest cost0.33%CGDV · $33 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common27.7%QLD and CGDV

QLD

CGDV

ProShares - Ultra QQQ · $11.5BCapital Group Dividend Value ETF · $37.9B

+36.7%3 years · per year$25,564 · $18,840+23.5%

+12.2%5 years · per year$17,751 · […][…]

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

0.17%12-mo yield$17 · $127 on $10k1.27%

−28.3%Worst dropSmaller wins−9.7%

42.6%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLD · CGDV

5.7%NVDA5.7%

5.2%MSFT7.0%

3.7%AMZN2.5%

2.4%META3.9%

Held in common27.7%

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

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

QLD vs CGDV

QLD

ProShares - Ultra QQQ

$17,751

CGDV

Capital Group Dividend Value

[…]

MeasureQLDCGDV

Fee0.96%0.33%

Cost on $10k a year$96$33

Yield0.17%1.27%

5 years, per year+12.2%[…]

3 years, per year+36.7%+23.5%

Worst drop · 1Y−28.3%−9.7%

Volatility · 1Y42.6%13.4%

4–1measures won
CGDV first

27.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: QLD, CGDV, JEPI

Today

27.7%most shared, QLD and CGDV

QLDCGDVJEPI

QLD—27.7%25.1%

CGDV27.7%—27.1%

JEPI25.1%27.1%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

QLD$17 − $96 = −$79

KeptFee

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