Compare · 4 funds side by side · dividends reinvested

CGDV, SSK, DGRO and SCHD

CGDVCapital Group×SSKRexshares×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

02 / 04

CGDV, SSK, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.9

ETF Opportunities Trust - REX-Osprey SOL + Staking ETFUnsorted0.75%26.94%−30.6%−46.8%[…][…]−61.1%68.8%$79M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGDV 2022 · SSK 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SSK

ETF Opportunities Trust - REX-Osprey SOL + Staking ETF · $79M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureSSK

+12.1%Year to dateJan 1 → Nov 10−30.6%

+15.4%1 yearTotal return−46.8%

+23.3%3 years · per year$10,000 became $18,754 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $75 a year on $10k · lower is better0.75%

1.24%Trailing 12-mo yield$124 · $2,694 a year on $10k26.94%

−9.7%Worst dropSmaller is better−61.1%

13.5%VolatilityLower is calmer68.8%

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

5–1CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SSK: Top 5 Holdings

Today

CGDV

24.3%in top 5

SSK

in top 5[…]

CGDVStockSSK

6.9%MSFTnot top 5

5.6%NVDAnot top 5

4.4%AVGOnot top 5

4.2%METAnot top 5

3.2%GEnot top 5

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CGDV vs SSK Returns, Every Period

Capital GroupCGDV

+15.4%

past year

SSKRexshares

−46.8%

past year

CGDVSSKFaded: behind in that period

2–0CGDV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: CGDV vs SSK

YTD

Capital GroupCGDV

+12.1%

SSKRexshares

−30.6%

+12.1%Year to date−30.6%

−9.7%Worst drop · 1Y−61.1%

13.5%Volatility · 1Y68.8%

1.2%Yield26.9%

$37.8BAssets$79.5M

3–1CGDV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SSK, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

SSK0.75%$75

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

Yields: CGDV, SSK, DGRO, SCHD

26.94%highest, SSK

FundTrailing yieldYield$10k

SSK26.94%$2,694

SCHD2.94%$294

DGRO1.83%$183

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,619most kept, SSK

SSK$2,694 − $75 = $2,619

SCHD$294 − $6 = $288

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGDV, SSK, DGRO, SCHD

Today

28.0%most shared, CGDV and DGRO

CGDVSSKDGROSCHD

CGDV—[…]28.0%5.7%

SSK[…]—[…][…]

DGRO28.0%[…]—21.2%

SCHD5.7%[…]21.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.8%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

SSKWorst drop−61.1%68.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SSKSCHD

−30.6%Year to date+33.8%

26.9%Yield2.9%

−46.8%Past year+38.8%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026