YGLD vs CGDV5YYGLDYGLDAvsBCGDVCGDVSimplify Gold Strategy PLUS Income ETF · $31MCapital Group Dividend Value ETF · $38.7BReturns · dividends in[…]3 years · per year[…] · $18,895+23.6%[…]5 years · per year[…]Cost and income0.59%Expense ratio$59 · $33 on $10k · lower wins0.33%30.63%12-mo yield$3,063 · $124 on $10k1.24%Risk · 1 year
$10,000 in YGLD, CGDV, VYM5Y$10k startVYM $17.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: YGLD, CGDV, VYMToday23.2%most shared, CGDV and VYMYGLDCGDVVYMYGLD—0.0%0.0%CGDV0.0%—23.2%VYM0.0%23.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
YGLD vs CGDV5YAYGLDSimplify Gold Strategy PLUS Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureYGLDCGDVFee0.59%0.33%Cost on $10k a year$59$33Yield30.63%1.24%5 years, per year[…][…]3 years, per year[…]+23.6%Worst drop · 1Y−49.7%−9.7%Volatility · 1Y46.7%13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2AYGLDSimplify Gold Strategy PLUS Income ETFReadDesk0.59%30.63%−5.2%−30.2%−27.9%newnew−49.7%$31M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 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▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2AYGLDSimplify Gold Strategy PLUS Income ETFReadDesk0.59%30.63%−5.2%−30.2%−27.9%newnew−49.7%$31M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: YGLD, CGDV, VYMToday23.2%most shared, CGDV and VYMYGLDCGDVVYMYGLD—0.0%0.0%CGDV0.0%—23.2%VYM0.0%23.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$3,004most kept, YGLDYGLD$3,063 − $59 = $3,004VYM$223 − $4 = $219CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee