Compare · 3 funds side by side · dividends reinvested

CGDV, EVPF and SCHD

CGDVCapital Group×EVPFEaton Vance×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, EVPF 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

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.1

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 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGDVMeasureEVPF

+9.6%Year to dateJan 1 → Nov 6[…]

+12.9%1 yearTotal return[…]

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $20 a year on $10k · lower is better0.20%

1.27%Trailing 12-mo yield$127 · $376 a year on $10k3.76%

−9.7%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

0–2EVPF wins

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 EVPF: Top 5 Holdings

Today

CGDV

23.9%in top 5

EVPF

in top 55.9%

CGDVStockEVPF

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 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.0%

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

CGDV vs EVPF Returns, Every Period

Capital GroupCGDV

+12.9%

past year

EVPFEaton Vance

[…]

past year

Returns […]

CGDVEVPFFaded: behind in that period

0–0Level

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

CGDV vs EVPF

YTD

Capital GroupCGDV

+9.6%

EVPFEaton Vance

[…]

+9.6%Year to date[…]

−9.7%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.3%Yield3.8%

$37.9BAssets$58.1M

1–0EVPF wins

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

Cost, Income and Risk

Fees: CGDV, EVPF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

CGDV0.33%$33

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

Yields: CGDV, EVPF, SCHD

3.76%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.76%$376

SCHD3.00%$300

CGDV1.27%$127

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

Income After Fees on $10,000

$356most kept, EVPF

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, EVPF, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVEVPFSCHD

CGDV—0.0%5.9%

EVPF0.0%—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

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+31.4%

3.8%Yield3.0%

[…]Past year+37.0%

0.20%Fee0.06%

1–1level

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