SMHB vs CGDV

ASMHB

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SMHB $6,973

Lowest cost0.06%SCHD · $6 on $10k

Most income21.56%SMHB · $2,156 on $10k

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

Held in common[…]SMHB and CGDV

SMHB

CGDV

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B · $17MCapital Group Dividend Value ETF · $37.9B

+6.3%3 years · per year$12,007 · $18,840+23.5%

−7.0%5 years · per year$6,973 · […][…]

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

21.56%12-mo yield$2,156 · $127 on $10k1.27%

−26.9%Worst dropSmaller wins−9.7%

36.3%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMHB · CGDV

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

Held in common[…]

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk	0.85%	21.56%	−2.8%	+3.6%	+6.2%	+6.3%	−7.0%	−26.9%	$17M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk	0.85%	21.56%	−2.8%	+3.6%	+6.2%	+6.3%	−7.0%	−26.9%	$17M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$6,973

CGDV

Capital Group Dividend Value

[…]

MeasureSMHBCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield21.56%1.27%

5 years, per year−7.0%[…]

3 years, per year+6.3%+23.5%

Worst drop · 1Y−26.9%−9.7%

Volatility · 1Y36.3%13.4%

4–1measures won
CGDV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMHB, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

SMHBCGDVSCHD

SMHB—[…][…]

CGDV[…]—5.9%

SCHD[…]5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,071most kept, SMHB

SMHB$2,156 − $85 = $2,071

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee