Compare · 3 funds side by side · dividends reinvested

CGDV, IEFA and SCHD

CGDVCapital Group×IEFAiShares×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, IEFA 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%$122B1.3

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

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B2.5

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 · IEFA 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

IEFA

iShares Core MSCI EAFE ETF · $193B$14,909

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CGDVMeasureIEFA

+12.1%Year to dateJan 1 → Nov 9+11.1%

+16.1%1 yearTotal return+15.8%

+23.7%3 years · per year$10,000 became $18,934 · $16,823+18.9%

[…]5 years · per year$10,000 became […] · $14,909+8.3%

0.33%Expense ratio$33 · $7 a year on $10k · lower is better0.07%

1.24%Trailing 12-mo yield$124 · $336 a year on $10k3.36%

−9.7%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.5%

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

5–2CGDV 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 IEFA: Top 5 Holdings

Today

CGDV

24.2%in top 5

IEFA

in top 57.2%

CGDVStockIEFA

6.9%MSFTnot top 5

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

not top 5ASML.AS2.3%

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

Held in common0.5%

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

CGDV vs IEFA Returns, Every Period

Capital GroupCGDV

+16.1%

past year

IEFAiShares

+15.8%

past year

CGDVIEFAFaded: behind in that period

3–0CGDV wins

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

Income vs International: CGDV vs IEFA

YTD

Capital GroupCGDV

+12.1%

IEFAiShares

+11.1%

+12.1%Year to date+11.1%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.5%

1.2%Yield3.4%

$37.8BAssets$193B

3–1CGDV wins

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

Cost, Income and Risk

Fees: CGDV, IEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

CGDV0.33%$33

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

Yields: CGDV, IEFA, SCHD

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

SCHD2.96%$296

CGDV1.24%$124

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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

Overlap: CGDV, IEFA, SCHD

Today

5.8%most shared, CGDV and SCHD

CGDVIEFASCHD

CGDV—0.5%5.8%

IEFA0.5%—0.0%

SCHD5.8%0.0%—

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

CGDVWorst drop−9.7%13.5% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

IEFASCHD

+11.1%Year to date+33.2%

3.4%Yield3.0%

+15.8%Past year+39.1%

0.07%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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

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