WEEL vs CGDV

AWEEL

BCGDV

Measures won3–1WEEL wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income13.00%WEEL · $1,300 on $10k

Smallest drop−6.8%WEEL · worst fall in 1Y

Held in common0.0%WEEL and CGDV

Peerless Option Income Wheel ETF · $49MCapital Group Dividend Value ETF · $38.7B

[…]3 years · per year[…] · $18,895+23.6%

[…]5 years · per year[…]

1.25%Expense ratio$125 · $33 on $10k · lower wins0.33%

13.00%12-mo yield$1,300 · $124 on $10k1.24%

Cards for this view

WEEL

Peerless Option Income Wheel

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureWEELCGDV

Fee1.25%0.33%

Cost on $10k a year$125$33

Yield13.00%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.6%

Worst drop · 1Y−6.8%−9.7%

Volatility · 1Y10.7%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AWEEL	Peerless Option Income Wheel ETFRead Desk	1.25%	13.00%	−1.0%	+7.1%	+8.8%	new	new	−6.8%	$49M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AWEEL	Peerless Option Income Wheel ETFRead Desk	1.25%	13.00%	−1.0%	+7.1%	+8.8%	new	new	−6.8%	$49M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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