QRMI vs CGDV

AQRMI

BCGDV

Measures won3–2QRMI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · QRMI $10,839

Lowest cost0.06%SCHD · $6 on $10k

Most income12.70%QRMI · $1,270 on $10k

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

Held in common31.6%QRMI and CGDV

Global X - Nasdaq 100 Risk Managed Income ETF · $15MCapital Group Dividend Value ETF · $38.7B

+7.8%3 years · per year$12,515 · $18,895+23.6%

+1.6%5 years · per year$10,839 · […][…]

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

12.70%12-mo yield$1,270 · $124 on $10k

Cards for this view

QRMI

Global X - Nasdaq 100 Risk Managed Income

$10,839

CGDV

Capital Group Dividend Value

[…]

MeasureQRMICGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield12.70%1.24%

5 years, per year+1.6%[…]

3 years, per year+7.8%+23.6%

Worst drop · 1Y−5.0%−9.7%

Volatility · 1Y7.1%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk	0.60%	12.70%	−0.1%	+1.7%	+3.2%	+7.8%	+1.6%	−5.0%	$15M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk	0.60%	12.70%	−0.1%	+1.7%	+3.2%	+7.8%	+1.6%	−5.0%	$15M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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