RNTY vs CGDV

ARNTY

BCGDV

Measures won3–1RNTY wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income13.34%RNTY · $1,334 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%RNTY and CGDV

RNTY

CGDV

YieldMax Target 12 Real Estate Option Income ETF · $5MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%

13.34%12-mo yield$1,334 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins12.6%

3–1RNTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRNTY · CGDV

6.3%PLD0.9%

Held in common0.9%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ARNTY	YieldMax Target 12 Real Estate Option Income ETFRead Desk	0.99%	13.34%	+1.0%	+9.2%	+11.2%	new	new	−7.9%	$5M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ARNTY	YieldMax Target 12 Real Estate Option Income ETFRead Desk	0.99%	13.34%	+1.0%	+9.2%	+11.2%	new	new	−7.9%	$5M
3	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

RNTY vs CGDV

RNTY

YieldMax Target 12 Real Estate Option Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureRNTYCGDV

Fee0.99%0.33%

Cost on $10k a year$99$33

Yield13.34%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y11.3%12.6%

3–1measures won
RNTY first

0.9%

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: RNTY, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

RNTYCGDVSCHD

RNTY—0.9%0.0%

CGDV0.9%—5.7%

SCHD0.0%5.7%—

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

Income After Fees on $10,000

$1,235most kept, RNTY

RNTY$1,334 − $99 = $1,235

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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