SSO vs CGDV

ASSO

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%CGDV · $127 on $10k

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

Held in common28.1%SSO and CGDV

SSO

CGDV

ProShares - Ultra S&P500 · $7.0BCapital Group Dividend Value ETF · $37.9B

+36.3%3 years · per year$25,327 · $18,840+23.5%

+14.0%5 years · per year$19,267 · […][…]

0.88%Expense ratio$88 · $33 on $10k · lower wins0.33%

0.75%12-mo yield$75 · $127 on $10k1.27%

−18.2%Worst dropSmaller wins−9.7%

27.1%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · CGDV

4.7%NVDA5.7%

4.2%MSFT7.0%

2.7%AMZN2.5%

5.4%AAPL2.0%

Held in common28.1%

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

Both

5Y2 funds

#			Trend
1	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
2	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

Both

5Y2 funds

#			Trend
1	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
2	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

SSO vs CGDV

SSO

ProShares - Ultra S&P500

$19,267

CGDV

Capital Group Dividend Value

[…]

MeasureSSOCGDV

Fee0.88%0.33%

Cost on $10k a year$88$33

Yield0.75%1.27%

5 years, per year+14.0%[…]

3 years, per year+36.3%+23.5%

Worst drop · 1Y−18.2%−9.7%

Volatility · 1Y27.1%13.4%

4–1measures won
CGDV first

28.1%

holdings shared

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: SSO, CGDV

Today

28.1%most shared, SSO and CGDV

SSOCGDV

SSO—28.1%

CGDV28.1%—

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

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

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