WMTI vs CGDV

AWMTI

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income35.93%WMTI · $3,593 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]WMTI and CGDV

REX WMT Growth & Income ETF · $10MCapital Group Dividend Value ETF · $39.2B

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

[…]5 years · per year[…]

0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%

35.93%12-mo yield$3,593 · $124 on $10k1.24%

Cards for this view

WMTI

REX WMT Growth & Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureWMTICGDV

Fee0.99%0.33%

Cost on $10k a year$99$33

Yield35.93%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.6%

Worst drop · 1Y−25.7%−9.7%

Volatility · 1Y27.9%13.5%

#
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%	$123.6B
2	AWMTI	REX WMT Growth & Income ETFRead Desk	0.99%	35.93%	+0.6%	+4.7%	+13.1%	new	new	−25.7%	$10M
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AWMTI	REX WMT Growth & Income ETFRead Desk	0.99%	35.93%	+0.6%	+4.7%	+13.1%	new	new	−25.7%	$10M
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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