Compare · 4 funds side by side · dividends reinvested

ATCL, CGDV, SCHD and VIG

ATCLRexshares×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

ATCL, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.67%[…][…][…][…][…][…]$44M2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.9

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: ATCL 2026 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

REX Autocallable Income ETF · $44M[…]

ATCL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

ATCLMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

9.67%Trailing 12-mo yield$967 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–1Level

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

More Ways to See the Pairs

ATCL vs SCHD: Top 5 Holdings

Today

ATCL

[…]in top 5

SCHD

in top 521.4%

ATCLStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

ATCL vs SCHD Returns, Every Period

RexsharesATCL

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

ATCLSCHDFaded: behind in that period

0–0Level

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

ATCL vs SCHD

YTD

RexsharesATCL

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

9.7%Yield3.0%

$43.9MAssets$120B

1–0ATCL wins

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

Cost, Income and Risk

Fees: ATCL, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

ATCL0.65%$65

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

Yields: ATCL, CGDV, SCHD, VIG

9.67%highest, ATCL

FundTrailing yieldYield$10k

ATCL9.67%$967

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

$902most kept, ATCL

ATCL$967 − $65 = $902

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: ATCL, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

ATCLCGDVSCHDVIG

ATCL—[…][…][…]

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

ATCLWorst drop[…][…]

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

Paid More vs Made More

YTD

ATCLSCHD

[…]Year to date+33.2%

9.7%Yield3.0%

[…]Past year+39.1%

0.65%Fee0.06%

1–1level

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%

$44.7BAssets$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