Compare · 3 funds side by side · dividends reinvested

CGDV, GPIX and SCHD

CGDVCapital Group×GPIXGoldman Sachs×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, GPIX 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%$37.8B2.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 37.3% in common

CGDVMeasureGPIX

+12.1%Year to dateJan 1 → Nov 9+11.7%

+16.1%1 yearTotal return+14.4%

+23.7%3 years · per year$10,000 became $18,934 · $17,221+19.9%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

1.24%Trailing 12-mo yield$124 · $843 a year on $10k8.43%

−9.7%Worst dropSmaller is better−7.7%

13.5%VolatilityLower is calmer12.1%

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

4–3CGDV wins

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

More Ways to See the Pairs

CGDV vs GPIX: Top 5 Holdings

Today

CGDV

24.2%in top 5

GPIX

in top 528.8%

CGDVStockGPIX

not top 5AAPL7.8%

5.9%NVDA7.1%

6.9%MSFT6.2%

4.1%METAnot top 5

4.0%AVGOnot top 5

not top 5AMZN4.0%

not top 5GOOGL3.5%

3.2%GEnot top 5

Held in common37.3%

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

CGDV vs GPIX Returns, Every Period

Capital GroupCGDV

+16.1%

past year

GPIXGoldman Sachs

+14.4%

past year

CGDVGPIXFaded: behind in that period

3–0CGDV wins

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

CGDV vs GPIX

YTD

Capital GroupCGDV

+12.1%

GPIXGoldman Sachs

+11.7%

+12.1%Year to date+11.7%

−9.7%Worst drop · 1Y−7.7%

13.5%Volatility · 1Y12.1%

1.2%Yield8.4%

$37.8BAssets$6.3B

3–1GPIX wins

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

Cost, Income and Risk

Fees: CGDV, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

GPIX0.35%$35

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

Yields: CGDV, GPIX, SCHD

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

SCHD2.96%$296

CGDV1.24%$124

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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

Overlap: CGDV, GPIX, SCHD

Today

37.3%most shared, CGDV and GPIX

CGDVGPIXSCHD

CGDV—37.3%5.8%

GPIX37.3%—8.3%

SCHD5.8%8.3%—

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

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% 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

GPIXSCHD

+11.7%Year to date+33.2%

8.4%Yield3.0%

+14.4%Past year+39.1%

0.35%Fee0.06%

3–1SCHD 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