Compare · 3 funds side by side · dividends reinvested

CDC, CDL and SCHD

CDCVictoryShares×CDLVictoryShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CDC, CDL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.05%+20.5%+23.9%+15.9%+6.6%−7.9%11.1%$744M2.3

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+20.4%+23.9%+19.5%+10.3%−7.9%11.1%$408M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: CDC 2014 · CDL 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$13,797

CDC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,332

$10,000 five years ago, dividends reinvested · they hold 99.6% in common

CDCMeasureCDL

+20.5%Year to dateJan 1 → Nov 5+20.4%

+23.9%1 yearTotal return+23.9%

+15.9%3 years · per year$10,000 became $15,563 · $17,046+19.5%

+6.6%5 years · per year$10,000 became $13,797 · $16,332+10.3%

0.37%Expense ratio$37 · $38 a year on $10k · lower is better0.38%

3.05%Trailing 12-mo yield$305 · $304 a year on $10k3.04%

−7.9%Worst dropSmaller is better−7.9%

11.1%VolatilityLower is calmer11.1%

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

3–2CDC wins

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

More Ways to See the Pairs

CDC vs CDL: Top 5 Holdings

Today

CDC

8.3%in top 5

CDL

in top 58.3%

CDCStockCDL

1.7%WEC1.7%

1.7%DUK1.7%

1.6%ED1.6%

1.6%EVRG1.6%

1.6%LNT1.6%

Held in common99.6%

End-of-day Nov 5, 2026 · share of each fund

CDC vs CDL Returns, Every Period

VictorySharesCDC

+6.6%

5 years, per year

CDLVictoryShares

+10.3%

5 years, per year

CDCCDLFaded: behind in that period

1–2CDL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: CDC vs CDL

YTD

VictorySharesCDC

+20.5%

CDLVictoryShares

+20.4%

+20.5%Year to date+20.4%

−7.9%Worst drop · 1Y−7.9%

11.1%Volatility · 1Y11.1%

3.1%Yield3.0%

$744MAssets$408M

2–0CDC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDC, CDL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDC0.37%$37

CDL0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CDC, CDL, SCHD

3.05%highest, CDC

FundTrailing yieldYield$10k

CDC3.05%$305

CDL3.04%$304

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CDC$305 − $37 = $268

CDL$304 − $38 = $266

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CDC, CDL, SCHD

Today

99.6%most shared, CDC and CDL

CDCCDLSCHD

CDC—99.6%21.9%

CDL99.6%—21.9%

SCHD21.9%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

CDLWorst drop−7.9%11.1% vol

CDCWorst drop−7.9%11.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CDCSCHD

+20.5%Year to date+32.3%

3.1%Yield3.0%

+23.9%Past year+38.7%

0.37%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026