QRMI vs CGDV

AQRMI

BCGDV

Measures won3–2QRMI wins · of 6 · 5Y

$10,000 · 5Y$10,932QRMI

Lowest cost0.33%CGDV · $33 on $10k

Most income12.66%QRMI · $1,266 on $10k

Smallest drop−5.0%QRMI · worst fall in 1Y

Held in common32.1%QRMI and CGDV

QRMI

CGDV

Global X - Nasdaq 100 Risk Managed Income ETF · $15MCapital Group Dividend Value ETF · $39.0B

+8.5%3 years · per year$12,785 · $20,044+26.1%

+1.8%5 years · per year$10,932 · […][…]

0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%

12.66%12-mo yield$1,266 · $122 on $10k1.22%

−5.0%Worst dropSmaller wins−9.7%

6.8%VolatilityLower wins12.6%

3–2QRMI wins

$10,000 · 5 yearsOne scale

Shared top holdingsQRMI · CGDV

8.0%NVDA6.3%

6.2%MSFT6.6%

3.0%META3.8%

2.5%AVGO4.4%

Held in common32.1%

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	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk		0.60%	12.66%	+0.1%	+2.0%	+3.4%	+8.5%	+1.8%	−5.0%	$15M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk		0.60%	12.66%	+0.1%	+2.0%	+3.4%	+8.5%	+1.8%	−5.0%	$15M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

QRMI vs CGDV

QRMI

Global X - Nasdaq 100 Risk Managed Income

$10,932

CGDV

Capital Group Dividend Value

[…]

MeasureQRMICGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield12.66%1.22%

5 years, per year+1.8%[…]

3 years, per year+8.5%+26.1%

Worst drop · 1Y−5.0%−9.7%

Volatility · 1Y6.8%12.6%

3–2measures won
QRMI first

32.1%

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: QRMI, CGDV

Today

32.1%most shared, QRMI and CGDV

QRMICGDV

QRMI—32.1%

CGDV32.1%—

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

Income After Fees on $10,000

$1,206most kept, QRMI

QRMI$1,266 − $60 = $1,206

CGDV$122 − $33 = $89

KeptFee

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