Compare · 2 funds side by side · dividends reinvested

CGDV and SCHD

CGDVCapital Group×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

CGDVMeasureSCHD

+13.0%Year to dateJan 1 → Nov 3+32.8%

+16.1%1 yearTotal return+37.6%

+26.0%3 years · per year$10,000 became $19,988 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

1.23%Trailing 12-mo yield$123 · $297 a year on $10k2.97%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.4%

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

1–6SCHD wins

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

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

24.1%in top 5

SCHD

in top 521.4%

CGDVStockSCHD

6.5%MSFTnot top 5

6.2%NVDAnot top 5

not top 5TXN4.6%

4.3%AVGOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common5.7%

End-of-day Nov 3, 2026 · share of each fund

CGDV vs SCHD Returns, Every Period

Capital GroupCGDV

+16.1%

past year

SCHDSchwab

+37.6%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+13.0%

SCHDSchwab

+32.8%

+13.0%Year to date+32.8%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.4%

1.2%Yield3.0%

$38.8BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGDV, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

CGDVSCHD

CGDV—5.7%

SCHD5.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+32.8%Year to date+13.0%

3.0%Yield1.2%

+37.6%Past year+16.1%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026