Compare · 4 funds side by side · dividends reinvested

CGDV, SSO, VIG and SCHD

CGDVCapital Group×SSOProShares×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,267SSO · best of the four

02 / 04

CGDV, SSO, VIG and SCHD, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B3.0

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$7.0B3.1

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 · SSO 2006 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SSO

ProShares - Ultra S&P500 · $7.0B$19,267

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

CGDVMeasureSSO

+9.6%Year to dateJan 1 → Nov 6+10.9%

+12.9%1 yearTotal return+11.8%

+23.5%3 years · per year$10,000 became $18,840 · $25,327+36.3%

[…]5 years · per year$10,000 became […] · $19,267+14.0%

0.33%Expense ratio$33 · $88 a year on $10k · lower is better0.88%

1.27%Trailing 12-mo yield$127 · $75 a year on $10k0.75%

−9.7%Worst dropSmaller is better−18.2%

13.4%VolatilityLower is calmer27.1%

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

5–2CGDV 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 SSO: Top 5 Holdings

Today

CGDV

23.9%in top 5

SSO

in top 536.0%

CGDVStockSSO

not top 5IQMM19.0%

7.0%MSFT4.2%

5.7%NVDA4.7%

not top 5AAPL5.4%

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5AMZN2.7%

Held in common28.1%

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

CGDV vs SSO Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SSOProShares

+11.8%

past year

CGDVSSOFaded: behind in that period

1–2SSO wins

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

CGDV vs SCHD

YTD

Capital GroupCGDV

+9.6%

SCHDSchwab

+31.4%

+9.6%Year to date+31.4%

−9.7%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$37.9BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CGDV, SSO, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SSO0.88%$88

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

Yields: CGDV, SSO, VIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

CGDV1.27%$127

SSO0.75%$75

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

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

Overlap: CGDV, SSO, VIG, SCHD

Today

31.5%most shared, SSO and VIG

CGDVSSOVIGSCHD

CGDV—28.1%29.4%5.9%

SSO28.1%—31.5%5.8%

VIG29.4%31.5%—14.5%

SCHD5.9%5.8%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

SSOWorst drop−18.2%27.1% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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