Compare · 4 funds side by side · dividends reinvested

ACII, CGDV, SCHD and VIG

ACIIInnovator×CGDVCapital Group×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

ACII, CGDV, SCHD and VIG, 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%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Innovator Index Autocallable Income Strategy ETFIncome · Dividend stocks0.79%9.30%+5.8%+8.9%[…][…]−2.3%7.0%$185M2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.1

Rank among the four1st → 4thFee, 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: ACII 2025 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Index Autocallable Income Strategy ETF · $185M[…]

ACII

CGDV

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

$10,000 five years ago, dividends reinvested

ACIIMeasureCGDV

+5.8%Year to dateJan 1 → Nov 9+12.1%

+8.9%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $18,934+23.7%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $33 a year on $10k · lower is better0.33%

9.30%Trailing 12-mo yield$930 · $124 a year on $10k1.24%

−2.3%Worst dropSmaller is better−9.7%

7.0%VolatilityLower is calmer13.5%

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

3–3Level

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

More Ways to See the Pairs

ACII vs CGDV: Top 5 Holdings

Today

ACII

[…]in top 5

CGDV

in top 524.2%

ACIIStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common[…]

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

ACII vs CGDV Returns, Every Period

InnovatorACII

+8.9%

past year

CGDVCapital Group

+16.1%

past year

ACIICGDVFaded: behind in that period

0–2CGDV wins

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

ACII vs SCHD

YTD

InnovatorACII

+5.8%

SCHDSchwab

+33.2%

+5.8%Year to date+33.2%

−2.3%Worst drop · 1Y−6.9%

7.0%Volatility · 1Y11.8%

9.3%Yield3.0%

$185MAssets$122B

3–1ACII wins

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

Cost, Income and Risk

Fees: ACII, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

ACII0.79%$79

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

Yields: ACII, CGDV, SCHD, VIG

9.30%highest, ACII

FundTrailing yieldYield$10k

ACII9.30%$930

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$851most kept, ACII

ACII$930 − $79 = $851

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: ACII, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

ACIICGDVSCHDVIG

ACII—[…][…][…]

CGDV[…]—5.8%29.4%

SCHD[…]5.8%—14.5%

VIG[…]29.4%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

ACIIWorst drop−2.3%7.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

ACIISCHD

+5.8%Year to date+33.2%

9.3%Yield3.0%

+8.9%Past year+39.1%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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