SRTY vs CGDV

ASRTY

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · SRTY $2,093

Lowest cost0.33%CGDV · $33 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%SRTY and CGDV

ProShares - UltraPro Short Russell2000 · $70MCapital Group Dividend Value ETF · $39.2B

−47.1%3 years · per year$1,482 · $18,895+23.6%

−26.9%5 years · per year$2,093 · […][…]

1.10%Expense ratio$110 · $33 on $10k · lower wins0.33%

5.91%12-mo yield$591 · $124 on $10k

Cards for this view

SRTY

ProShares - UltraPro Short Russell2000

$2,093

CGDV

Capital Group Dividend Value

[…]

MeasureSRTYCGDV

Fee1.10%0.33%

Cost on $10k a year$110$33

Yield5.91%1.24%

5 years, per year−26.9%[…]

3 years, per year−47.1%+23.6%

Worst drop · 1Y−60.9%−9.7%

Volatility · 1Y56.5%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	ASRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.91%	+4.9%	−36.4%	−39.2%	−47.1%	−26.9%	−60.9%	$70M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	ASRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.91%	+4.9%	−36.4%	−39.2%	−47.1%	−26.9%	−60.9%	$70M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

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