YRAM vs CGDV

AYRAM

BCGDV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income8.24%YRAM · $824 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common1.5%YRAM and CGDV

YRAM

CGDV

YieldMax Memory and Storage Portfolio Option Income ETF · $5MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $33 on $10k · lower wins0.33%

8.24%12-mo yield$824 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins13.5%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsYRAM · CGDV

4.7%STX0.8%

15.6%MU0.7%

Held in common1.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk	1.01%	8.24%	+6.0%	new	new	new	new	[…]	$5M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk	1.01%	8.24%	+6.0%	new	new	new	new	[…]	$5M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

YRAM vs CGDV

YRAM

YieldMax Memory and Storage Portfolio Option Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureYRAMCGDV

Fee1.01%0.33%

Cost on $10k a year$101$33

Yield8.24%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]13.5%

1–1measures won
level

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: YRAM, CGDV, VIG, DGRO

Today

68.2%most shared, VIG and DGRO

YRAMCGDVVIGDGRO

YRAM—1.5%0.0%0.0%

CGDV1.5%—29.4%28.2%

VIG0.0%29.4%—68.2%

DGRO0.0%28.2%68.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$723most kept, YRAM

YRAM$824 − $101 = $723

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee