SDMF vs CGDV

ASDMF

BCGDV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.21%SDMF · $21 on $10k

Most income1.24%CGDV · $124 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]SDMF and CGDV

SDMF

CGDV

Simplify DBi CTA Managed Futures Index ETF · $51MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

0.21%Expense ratio$21 · $33 on $10k · lower wins0.33%

0.77%12-mo yield$77 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.5%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSDMF · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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							5Y/yr
1	ASDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk		0.21%	0.77%	−1.1%	new	new	new	new	[…]	$51M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASDMF	Simplify DBi CTA Managed Futures Index ETFRead Desk		0.21%	0.77%	−1.1%	new	new	new	new	[…]	$51M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDMF vs CGDV

SDMF

Simplify DBi CTA Managed Futures Index

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSDMFCGDV

Fee0.21%0.33%

Cost on $10k a year$21$33

Yield0.77%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.5%

1–1measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SDMF, CGDV

Today

[…]holdings […]

SDMFCGDV

SDMF—[…]

CGDV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$91most kept, CGDV

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee