Compare · 2 funds side by side · dividends reinvested

CDC and SCHD

CDCVictoryShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

CDC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+20.1%+22.4%+15.9%+6.5%−7.9%10.9%$749M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CDC 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $749M$13,675

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

SCHDMeasureCDC

+32.8%Year to dateJan 1 → Nov 3+20.1%

+37.6%1 yearTotal return+22.4%

+21.2%3 years · per year$10,000 became $17,784 · $15,567+15.9%

+10.3%5 years · per year$10,000 became $16,352 · $13,675+6.5%

0.06%Expense ratio$6 · $37 a year on $10k · lower is better0.37%

2.97%Trailing 12-mo yield$297 · $306 a year on $10k3.06%

−6.9%Worst dropSmaller is better−7.9%

11.4%VolatilityLower is calmer10.9%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs CDC: Top 5 Holdings

Today

SCHD

21.4%in top 5

CDC

in top 58.2%

SCHDStockCDC

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5WEC1.7%

not top 5DUK1.6%

not top 5ED1.6%

not top 5EVRG1.6%

not top 5LNT1.6%

Held in common21.9%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs CDC Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

CDCVictoryShares

+6.5%

5 years, per year

SCHDCDCFaded: behind in that period

4–0SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHD vs CDC

YTD

SchwabSCHD

+32.8%

CDCVictoryShares

+20.1%

+32.8%Year to date+20.1%

−6.9%Worst drop · 1Y−7.9%

11.4%Volatility · 1Y10.9%

3.0%Yield3.1%

$121BAssets$749M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDC0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDC, SCHD

3.06%highest, CDC

FundTrailing yieldYield$10k

CDC3.06%$306

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

CDC$306 − $37 = $269

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDC, SCHD

Today

21.9%most shared, CDC and SCHD

CDCSCHD

CDC—21.9%

SCHD21.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

CDCWorst drop−7.9%10.9% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CDCSCHD

+20.1%Year to date+32.8%

3.1%Yield3.0%

+22.4%Past year+37.6%

0.37%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026