Compare · 2 funds side by side · dividends reinvested

CDL and SCHD

CDLVictoryShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

CDL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$409M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CDL 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,213

CDL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

CDLMeasureSCHD

+19.1%Year to dateJan 1 → Nov 6+31.4%

+22.2%1 yearTotal return+37.0%

+18.8%3 years · per year$10,000 became $16,786 · $17,266+20.0%

+10.1%5 years · per year$10,000 became $16,213 · $16,267+10.2%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

3.23%Trailing 12-mo yield$323 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

11.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDL vs SCHD: Top 5 Holdings

Today

CDL

8.4%in top 5

SCHD

in top 521.4%

CDLStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.8%WECnot top 5

1.7%EDnot top 5

1.7%DUKnot top 5

1.7%EVRGnot top 5

1.6%LNTnot top 5

Held in common22.0%

End-of-day Nov 6, 2026 · share of each fund

CDL vs SCHD Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CDLSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CDL vs SCHD

YTD

VictorySharesCDL

+19.1%

SCHDSchwab

+31.4%

+19.1%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.7%

3.2%Yield3.0%

$409MAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDL0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CDL, SCHD

3.23%highest, CDL

FundTrailing yieldYield$10k

CDL3.23%$323

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CDL$323 − $38 = $285

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CDL, SCHD

Today

22.0%most shared, CDL and SCHD

CDLSCHD

CDL—22.0%

SCHD22.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

CDLWorst drop−7.9%11.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CDLSCHD

+19.1%Year to date+31.4%

3.2%Yield3.0%

+22.2%Past year+37.0%

0.38%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026