Compare · 3 funds side by side · dividends reinvested

CGDV, MPIM and SCHD

CGDVCapital Group×MPIMm+ Funds×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CGDV, MPIM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.0

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.58%[…][…][…][…][…][…]$37M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGDV 2022 · MPIM 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.0B[…]

CGDV

MPIM

m+ Income Momentum Autocall ETF · $37M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureMPIM

+9.7%Year to dateJan 1 → Nov 5[…]

+13.2%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,064 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $70 a year on $10k · lower is better0.70%

1.27%Trailing 12-mo yield$127 · $358 a year on $10k3.58%

−9.7%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

CGDV vs MPIM: Top 5 Holdings

Today

CGDV

24.4%in top 5

MPIM

in top 5[…]

CGDVStockMPIM

7.0%MSFTnot top 5

6.1%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.2%RTXnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CGDV vs MPIM Returns, Every Period

Capital GroupCGDV

+13.2%

past year

MPIMm+ Funds

[…]

past year

Returns […]

CGDVMPIMFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGDV vs MPIM

YTD

Capital GroupCGDV

+9.7%

MPIMm+ Funds

[…]

+9.7%Year to date[…]

−9.7%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.3%Yield3.6%

$39.0BAssets$37.3M

1–0MPIM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, MPIM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

MPIM0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGDV, MPIM, SCHD

3.58%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.58%$358

SCHD2.98%$298

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MPIM$358 − $70 = $288

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGDV, MPIM, SCHD

Today

5.8%most shared, CGDV and SCHD

CGDVMPIMSCHD

CGDV—[…]5.8%

MPIM[…]—[…]

SCHD5.8%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

MPIMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MPIMSCHD

[…]Year to date+32.3%

3.6%Yield3.0%

[…]Past year+38.7%

0.70%Fee0.06%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026