Compare · 4 funds side by side · dividends reinvested

CGDV, SSK, SCHD and VYM

CGDVCapital Group×SSKRexshares×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CGDV, SSK, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.9

ETF Opportunities Trust - REX-Osprey SOL + Staking ETFUnsorted0.75%24.83%−24.7%−41.9%[…][…]−61.1%69.0%$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 6, 2026 · returns include dividends · since: CGDV 2022 · SSK 2025 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

SSK

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

$10,000 five years ago, dividends reinvested

CGDVMeasureSSK

+9.6%Year to dateJan 1 → Nov 6−24.7%

+12.9%1 yearTotal return−41.9%

+23.5%3 years · per year$10,000 became $18,840 · […][…]

[…]5 years · per year[…]

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

1.27%Trailing 12-mo yield$127 · $2,483 a year on $10k24.83%

−9.7%Worst dropSmaller is better−61.1%

13.4%VolatilityLower is calmer69.0%

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

5–1CGDV wins

End-of-day Nov 6, 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

23.9%in top 5

SSK

in top 5[…]

CGDVStockSSK

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CGDV vs SSK Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SSKRexshares

−41.9%

past year

CGDVSSKFaded: behind in that period

2–0CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: CGDV vs SSK

YTD

Capital GroupCGDV

+9.6%

SSKRexshares

−24.7%

+9.6%Year to date−24.7%

−9.7%Worst drop · 1Y−61.1%

13.4%Volatility · 1Y69.0%

1.3%Yield24.8%

$37.9BAssets$79.5M

3–1CGDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SSK, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SSK0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, SSK, SCHD, VYM

24.83%highest, SSK

FundTrailing yieldYield$10k

SSK24.83%$2,483

SCHD3.00%$300

VYM2.31%$231

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,408most kept, SSK

SSK$2,483 − $75 = $2,408

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGDV, SSK, SCHD, VYM

Today

22.8%most shared, CGDV and VYM

CGDVSSKSCHDVYM

CGDV—[…]5.9%22.8%

SSK[…]—[…][…]

SCHD5.9%[…]—21.9%

VYM22.8%[…]21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

SSKWorst drop−61.1%69.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SSKSCHD

−24.7%Year to date+31.4%

24.8%Yield3.0%

−41.9%Past year+37.0%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026