Compare · 3 funds side by side · dividends reinvested

CGDV, CSCL and SCHD

CGDVCapital Group×CSCLDirexion×SCHDSchwab×

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

02 / 04

CGDV, CSCL 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

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

Direxion Daily CSCO Bull 2X ETFSingle-Stock Leverage2.25%2.07%+23.6%+37.6%[…][…]−52.6%74.3%$9M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · CSCL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

CSCL

Direxion Daily CSCO Bull 2X ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

CGDVMeasureCSCL

+9.6%Year to dateJan 1 → Nov 6+23.6%

+12.9%1 yearTotal return+37.6%

+23.5%3 years · per year$10,000 became $18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $225 a year on $10k · lower is better2.25%

1.27%Trailing 12-mo yield$127 · $207 a year on $10k2.07%

−9.7%Worst dropSmaller is better−52.6%

13.4%VolatilityLower is calmer74.3%

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

3–3Level

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

More Ways to See the Pairs

CGDV vs CSCL: Top 5 Holdings

Today

CGDV

23.9%in top 5

CSCL

in top 52.8%

CGDVStockCSCL

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5CSCO2.8%

Held in common2.4%

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

CGDV vs CSCL Returns, Every Period

Capital GroupCGDV

+12.9%

past year

CSCLDirexion

+37.6%

past year

CGDVCSCLFaded: behind in that period

0–2CSCL wins

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

CGDV vs SCHD

YTD

Capital GroupCGDV

+9.6%

SCHDSchwab

+31.4%

+9.6%Year to date+31.4%

−9.7%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$39.5BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CGDV, CSCL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

CSCL2.25%$225

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

Yields: CGDV, CSCL, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CSCL2.07%$207

CGDV1.27%$127

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

CSCL$207 − $225 = −$18

KeptFee

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

Overlap: CGDV, CSCL, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVCSCLSCHD

CGDV—2.4%5.9%

CSCL2.4%—0.0%

SCHD5.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.6%CSCL, at 74.3% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

CSCLWorst drop−52.6%74.3% vol

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

Paid More vs Made More

YTD

SCHDCSCL

+31.4%Year to date+23.6%

3.0%Yield2.1%

+37.0%Past year+37.6%

0.06%Fee2.25%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026