SMHB vs CGDV

ASMHB

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$7,252SMHB

Lowest cost0.33%CGDV · $33 on $10k

Most income20.94%SMHB · $2,094 on $10k

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

Held in common[…]SMHB and CGDV

SMHB

CGDV

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B · $18MCapital Group Dividend Value ETF · $39.0B

+8.5%3 years · per year$12,764 · $20,044+26.1%

−6.2%5 years · per year$7,252 · […][…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

20.94%12-mo yield$2,094 · $122 on $10k1.22%

−26.9%Worst dropSmaller wins−9.7%

36.4%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMHB · CGDV

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk		0.85%	20.94%	+5.4%	+6.7%	+5.4%	+8.5%	−6.2%	−26.9%	$18M
2	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

Both

5Y2 funds

#			Trend
1	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk		0.85%	20.94%	+5.4%	+6.7%	+5.4%	+8.5%	−6.2%	−26.9%	$18M
2	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

SMHB vs CGDV

SMHB

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B

$7,252

CGDV

Capital Group Dividend Value

[…]

MeasureSMHBCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield20.94%1.22%

5 years, per year−6.2%[…]

3 years, per year+8.5%+26.1%

Worst drop · 1Y−26.9%−9.7%

Volatility · 1Y36.4%12.6%

4–1measures won
CGDV first

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: SMHB, CGDV

Today

[…]holdings […]

SMHBCGDV

SMHB—[…]

CGDV[…]—

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

Income After Fees on $10,000

$2,009most kept, SMHB

SMHB$2,094 − $85 = $2,009

CGDV$122 − $33 = $89

KeptFee

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