Compare · 3 funds side by side · dividends reinvested

AMDY, CGDV and SCHD

AMDYYieldMax×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

AMDY, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%81.01%+91.2%+63.5%+49.4%[…]−27.0%59.5%$425M1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: AMDY 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $425M[…]

AMDY

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested

AMDYMeasureCGDV

+91.2%Year to dateJan 1 → Nov 4+14.6%

+63.5%1 yearTotal return+17.5%

+49.4%3 years · per year$10,000 became $33,356 · $20,044+26.1%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $33 a year on $10k · lower is better0.33%

81.01%Trailing 12-mo yield$8,101 · $122 a year on $10k1.22%

−27.0%Worst dropSmaller is better−9.7%

59.5%VolatilityLower is calmer12.6%

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

4–3AMDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMDY vs CGDV: Top 5 Holdings

Today

AMDY

[…]in top 5

CGDV

in top 524.6%

AMDYStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AMDY vs CGDV Returns, Every Period

YieldMaxAMDY

+63.5%

past year

CGDVCapital Group

+17.5%

past year

AMDYCGDVFaded: behind in that period

3–0AMDY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AMDY vs SCHD

YTD

YieldMaxAMDY

+91.2%

SCHDSchwab

+35.3%

+91.2%Year to date+35.3%

−27.0%Worst drop · 1Y−6.9%

59.5%Volatility · 1Y11.5%

81.0%Yield2.9%

$425MAssets$123B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

AMDY1.00%$100

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMDY, CGDV, SCHD

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

SCHD2.91%$291

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMDY, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

AMDYCGDVSCHD

AMDY—[…][…]

CGDV[…]—5.7%

SCHD[…]5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+63.5%AMDY, at 59.5% volatility

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

AMDYWorst drop−27.0%59.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+91.2%Year to date+35.3%

81.0%Yield2.9%

+63.5%Past year+41.6%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026