Compare · 3 funds side by side · dividends reinvested

CGDV, DECT and SCHD

CGDVCapital Group×DECTAllianzIM×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

CGDV, DECT and SCHD, 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%$122B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.1

AllianzIM U.S. Equity Buffer10 Dec ETFDefined Outcome · Buffer0.74%0.00%+9.0%+12.0%+15.2%[…]−6.1%10.0%$36M2.4

Rank among the three1st → 3rdFee, 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: CGDV 2022 · DECT 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

DECT

AllianzIM U.S. Equity Buffer10 Dec ETF · $36M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureDECT

+33.2%Year to dateJan 1 → Nov 9+9.0%

+39.1%1 yearTotal return+12.0%

+19.6%3 years · per year$10,000 became $17,123 · $15,285+15.2%

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

0.06%Expense ratio$6 · $74 a year on $10k · lower is better0.74%

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−6.1%

11.8%VolatilityLower is calmer10.0%

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

5–2SCHD wins

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

More Ways to See the Pairs

SCHD vs DECT: Top 5 Holdings

Today

SCHD

21.4%in top 5

DECT

in top 5[…]

SCHDStockDECT

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs DECT Returns, Every Period

SchwabSCHD

+39.1%

past year

DECTAllianzIM

+12.0%

past year

SCHDDECTFaded: behind in that period

3–0SCHD wins

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

SCHD vs CGDV

YTD

SchwabSCHD

+33.2%

CGDVCapital Group

+12.1%

+33.2%Year to date+12.1%

−6.9%Worst drop · 1Y−9.7%

11.8%Volatility · 1Y13.5%

3.0%Yield1.2%

$122BAssets$37.8B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CGDV, DECT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DECT0.74%$74

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

Yields: CGDV, DECT, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CGDV1.24%$124

DECT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

DECT$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGDV, DECT, SCHD

Today

5.8%most shared, CGDV and SCHD

CGDVDECTSCHD

CGDV—[…]5.8%

DECT[…]—[…]

SCHD5.8%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DECTWorst drop−6.1%10.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

SCHDCGDV

+33.2%Year to date+12.1%

3.0%Yield1.2%

+39.1%Past year+16.1%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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