Compare · 3 funds side by side · dividends reinvested

SCHD, WCEO and CGDV

SCHDSchwab×WCEOHypatia Capital×CGDVCapital Group×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,934CGDV · best of the three

02 / 04

SCHD, WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $13M[…]

WCEO

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WCEOMeasureCGDV

+20.2%Year to dateJan 1 → Nov 9+12.1%

+25.4%1 yearTotal return+16.1%

+18.6%3 years · per year$10,000 became $16,669 · $18,934+23.7%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.53%Trailing 12-mo yield$53 · $124 a year on $10k1.24%

−7.3%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs CGDV: Top 5 Holdings

Today

WCEO

8.0%in top 5

CGDV

in top 524.2%

WCEOStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

1.7%CLXnot top 5

1.6%TRnot top 5

1.6%KMInot top 5

1.5%ACInot top 5

1.5%INSWnot top 5

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

WCEO vs CGDV Returns, Every Period

Hypatia CapitalWCEO

+25.4%

past year

CGDVCapital Group

+16.1%

past year

WCEOCGDVFaded: behind in that period

2–1WCEO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs SCHD

YTD

Hypatia CapitalWCEO

+20.2%

SCHDSchwab

+33.2%

+20.2%Year to date+33.2%

−7.3%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

0.5%Yield3.0%

$13.5MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCEO, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, WCEO, CGDV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CGDV1.24%$124

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: SCHD, WCEO, CGDV

Today

5.8%most shared, SCHD and CGDV

SCHDWCEOCGDV

SCHD—2.8%5.8%

WCEO2.8%—0.7%

CGDV5.8%0.7%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCEO

+33.2%Year to date+20.2%

3.0%Yield0.5%

+39.1%Past year+25.4%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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