Compare · 3 funds side by side · dividends reinvested

CGDV, SDOG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,865SDOG · best of the three

02 / 04

CGDV, SDOG 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%$120B1.5

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.36%+24.0%+29.4%+21.1%+11.0%−7.3%12.1%$1.4B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.6

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 · SDOG 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SDOG

ALPS Sector Dividend Dogs ETF · $1.4B$16,865

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

CGDVMeasureSDOG

+12.1%Year to dateJan 1 → Nov 9+24.0%

+16.1%1 yearTotal return+29.4%

+23.7%3 years · per year$10,000 became $18,934 · $17,756+21.1%

[…]5 years · per year$10,000 became […] · $16,865+11.0%

0.33%Expense ratio$33 · $36 a year on $10k · lower is better0.36%

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

−9.7%Worst dropSmaller is better−7.3%

13.5%VolatilityLower is calmer12.1%

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

2–5SDOG 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 SDOG: Top 5 Holdings

Today

CGDV

24.2%in top 5

SDOG

in top 511.9%

CGDVStockSDOG

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 5ACN2.9%

not top 5ABBV2.3%

not top 5MO2.3%

not top 5BBY2.2%

not top 5OMC2.2%

Held in common8.6%

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

CGDV vs SDOG Returns, Every Period

Capital GroupCGDV

+16.1%

past year

SDOGALPS

+29.4%

past year

CGDVSDOGFaded: behind in that period

1–2SDOG wins

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

CGDV vs SDOG

YTD

Capital GroupCGDV

+12.1%

SDOGALPS

+24.0%

+12.1%Year to date+24.0%

−9.7%Worst drop · 1Y−7.3%

13.5%Volatility · 1Y12.1%

1.2%Yield3.4%

$37.8BAssets$1.4B

4–0SDOG wins

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

Cost, Income and Risk

Fees: CGDV, SDOG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SDOG0.36%$36

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

Yields: CGDV, SDOG, SCHD

3.36%highest, SDOG

FundTrailing yieldYield$10k

SDOG3.36%$336

SCHD2.96%$296

CGDV1.24%$124

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

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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

Overlap: CGDV, SDOG, SCHD

Today

33.1%most shared, SDOG and SCHD

CGDVSDOGSCHD

CGDV—8.6%5.8%

SDOG8.6%—33.1%

SCHD5.8%33.1%—

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

SDOGWorst drop−7.3%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

SDOGSCHD

+24.0%Year to date+33.2%

3.4%Yield3.0%

+29.4%Past year+39.1%

0.36%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%

$120BAssets$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