SRET vs CGDV

ASRET

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$10,383SRET

Lowest cost0.33%CGDV · $33 on $10k

Most income10.13%SRET · $1,013 on $10k

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

Held in common0.0%SRET and CGDV

SRET

CGDV

Global X - SuperDividend REIT ETF · $201MCapital Group Dividend Value ETF · $39.0B

+13.1%3 years · per year$14,452 · $20,044+26.1%

+0.8%5 years · per year$10,383 · […][…]

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

10.13%12-mo yield$1,013 · $122 on $10k1.22%

−15.5%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRET · CGDV

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

Held in common0.0%

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	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	10.13%	+2.0%	+2.0%	+4.4%	+13.1%	+0.8%	−15.5%	$201M
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	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	10.13%	+2.0%	+2.0%	+4.4%	+13.1%	+0.8%	−15.5%	$201M
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

SRET vs CGDV

SRET

Global X - SuperDividend REIT

$10,383

CGDV

Capital Group Dividend Value

[…]

MeasureSRETCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield10.13%1.22%

5 years, per year+0.8%[…]

3 years, per year+13.1%+26.1%

Worst drop · 1Y−15.5%−9.7%

Volatility · 1Y12.9%12.6%

4–1measures won
CGDV first

0.0%

holdings shared

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: SRET, CGDV

Today

0.0%most shared, SRET and CGDV

SRETCGDV

SRET—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$955most kept, SRET

SRET$1,013 − $58 = $955

CGDV$122 − $33 = $89

KeptFee

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