SRTY vs CGDV5YSRTYSRTYAvsBCGDVCGDVProShares - UltraPro Short Russell2000 · $69MCapital Group Dividend Value ETF · $38.7BReturns · dividends in−47.7%3 years · per year$1,428 · $19,001+23.9%−27.5%5 years · per year$1,998 · […][…]Cost and income1.10%Expense ratio$110 · $33 on $10k · lower wins0.33%6.21%12-mo yield$621 · $123 on $10k
Overlap: SRTY, CGDV, SCHDToday5.8%most shared, CGDV and SCHDSRTYCGDVSCHDSRTY—0.0%0.0%CGDV0.0%—5.8%SCHD0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SRTY vs CGDV5YASRTYProShares - UltraPro Short Russell2000$1,998vsCGDVBCapital Group Dividend Value[…]MeasureSRTYCGDVFee1.10%0.33%Cost on $10k a year$110$33Yield6.21%1.23%5 years, per year−27.5%[…]3 years, per year−47.7%+23.9%Worst drop · 1Y−60.9%−9.7%Volatility · 1Y56.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASRTYProShares - UltraPro Short Russell2000ReadDesk1.10%6.21%−2.6%−39.4%−42.2%−47.7%−27.5%−60.9%$69M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASRTYProShares - UltraPro Short Russell2000ReadDesk1.10%6.21%−2.6%−39.4%−42.2%−47.7%−27.5%−60.9%$69M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: SRTY, CGDV, SCHDToday5.8%most shared, CGDV and SCHDSRTYCGDVSCHDSRTY—0.0%0.0%CGDV0.0%—5.8%SCHD0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$511most kept, SRTYSRTY$621 − $110 = $511SCHD$293 − $6 = $287CGDV$123 − $33 = $90KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee