SDMF vs CGDV5YSDMFSDMFAvsBCGDVCGDVSimplify DBi CTA Managed Futures Index ETF · $50MCapital Group Dividend Value ETF · $38.8BReturns · dividends in[…]3 years · per year[…] · $18,754+23.3%[…]5 years · per year[…]Cost and income0.21%Expense ratio$21 · $33 on $10k · lower wins0.33%0.76%12-mo yield$76 · $124 on $10k1.24%Risk · 1 year
$10,000 in SDMF, CGDV, VYM5Y$10k startVYM $17.3kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SDMF, CGDV, VYMToday22.9%most shared, CGDV and VYMSDMFCGDVVYMSDMF—[…][…]CGDV[…]—22.9%VYM[…]22.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SDMF vs CGDV5YASDMFSimplify DBi CTA Managed Futures Index[…]vsCGDVBCapital Group Dividend Value[…]MeasureSDMFCGDVFee0.21%0.33%Cost on $10k a year$21$33Yield0.76%1.24%5 years, per year[…][…]3 years, per year[…]+23.3%Worst drop · 1Y[…]−9.7%Volatility · 1Y[…]13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.25%+0.5%+15.9%+19.4%+19.6%+11.5%−6.7%$78.9B2ASDMFSimplify DBi CTA Managed Futures Index ETFReadDesk0.21%0.76%+1.3%newnewnewnew[…]$50M3BCGDVCapital 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▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.25%+0.5%+15.9%+19.4%+19.6%+11.5%−6.7%$78.9B2ASDMFSimplify DBi CTA Managed Futures Index ETFReadDesk0.21%0.76%+1.3%newnewnewnew[…]$50M3BCGDVCapital 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: SDMF, CGDV, VYMToday22.9%most shared, CGDV and VYMSDMFCGDVVYMSDMF—[…][…]CGDV[…]—22.9%VYM[…]22.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$221most kept, VYMVYM$225 − $4 = $221CGDV$124 − $33 = $91SDMF$76 − $21 = $55KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee