Compare · 4 funds side by side · dividends reinvested

SCHD, WCEO, CGDV and DGRO

SCHDSchwab×WCEOHypatia Capital×CGDVCapital Group×DGROiShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,840CGDV · best of the four

02 / 04

SCHD, WCEO, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B3.1

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$13M3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · WCEO 2023 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

WCEO

Hypatia Women CEO ETF · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

DGROMeasureWCEO

+16.6%Year to dateJan 1 → Nov 6+16.7%

+20.3%1 yearTotal return+20.1%

+20.7%3 years · per year$10,000 became $17,593 · $16,677+18.6%

+11.0%5 years · per year$10,000 became $16,835 · […][…]

0.08%Expense ratio$8 · $85 a year on $10k · lower is better0.85%

1.87%Trailing 12-mo yield$187 · $55 a year on $10k0.55%

−6.5%Worst dropSmaller is better−7.3%

10.2%VolatilityLower is calmer14.3%

DGROWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs WCEO: Top 5 Holdings

Today

DGRO

15.0%in top 5

WCEO

in top 58.1%

DGROStockWCEO

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5MPC1.5%

Held in common6.0%

End-of-day Nov 6, 2026 · share of each fund

DGRO vs WCEO Returns, Every Period

iSharesDGRO

+20.3%

past year

WCEOHypatia Capital

+20.1%

past year

DGROWCEOFaded: behind in that period

2–1DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DGRO vs SCHD

YTD

iSharesDGRO

+16.6%

SCHDSchwab

+31.4%

+16.6%Year to date+31.4%

−6.5%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

1.9%Yield3.0%

$44.7BAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCEO, CGDV, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, WCEO, CGDV, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

CGDV1.27%$127

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: SCHD, WCEO, CGDV, DGRO

Today

28.3%most shared, CGDV and DGRO

SCHDWCEOCGDVDGRO

SCHD—2.8%5.9%21.3%

WCEO2.8%—0.7%6.0%

CGDV5.9%0.7%—28.3%

DGRO21.3%6.0%28.3%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCEO

+31.4%Year to date+16.7%

3.0%Yield0.5%

+37.0%Past year+20.1%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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