ROM vs CGDV5YROMROMAvsBCGDVCGDVProShares - Ultra Technology · $1.0BCapital Group Dividend Value ETF · $38.8BReturns · dividends in+39.7%3 years · per year$27,269 · $18,754+23.3%+14.3%5 years · per year$19,534 · […][…]Cost and income0.93%Expense ratio$93 · $33 on $10k · lower wins0.33%0.03%12-mo yield$3 · $124 on $10k1.24%
Overlap: ROM, SCHD, CGDVToday24.4%most shared, ROM and CGDVROMSCHDCGDVROM—2.6%24.4%SCHD2.6%—5.7%CGDV24.4%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ROM vs CGDV5YAROMProShares - Ultra Technology$19,534vsCGDVBCapital Group Dividend Value[…]MeasureROMCGDVFee0.93%0.33%Cost on $10k a year$93$33Yield0.03%1.24%5 years, per year+14.3%[…]3 years, per year+39.7%+23.3%Worst drop · 1Y−37.3%−9.7%Volatility · 1Y57.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AROMProShares - Ultra TechnologyReadDesk0.93%0.03%−2.3%+22.6%+21.0%+39.7%+14.3%−37.3%$1.0B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AROMProShares - Ultra TechnologyReadDesk0.93%0.03%−2.3%+22.6%+21.0%+39.7%+14.3%−37.3%$1.0B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: ROM, SCHD, CGDVToday24.4%most shared, ROM and CGDVROMSCHDCGDVROM—2.6%24.4%SCHD2.6%—5.7%CGDV24.4%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288CGDV$124 − $33 = $91ROM$3 − $93 = −$90KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee