Compare · 3 funds side by side · dividends reinvested

CGDV, SSUS and SCHD

CGDVCapital Group×SSUSDay Hagan×SCHDSchwab×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

CGDV, SSUS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.5%+13.4%+18.5%+9.1%−9.0%14.6%$599M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CGDV 2022 · SSUS 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.2B[…]

CGDV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

CGDV

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

24.0%in top 5

SCHD

in top 521.8%

CGDVStockSCHD

6.6%MSFTnot top 5

5.3%NVDAnot top 5

not top 5TXN4.8%

4.7%AVGOnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: CGDV, SSUS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SSUS0.77%$77

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+12.3%Year to dateJan 1 → Nov 13+34.9%

+13.2%1 yearTotal return+37.5%

+23.5%3 years · per year$10,000 became $18,844 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

1.24%Trailing 12-mo yield$124 · $292 a year on $10k2.92%

−9.7%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.7%

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

1–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

4.0%METAnot top 5

3.3%ORCLnot top 5

Held in common5.7%

End-of-day Nov 13, 2026 · share of each fund

CGDV vs SCHD Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

SCHDSchwab

+37.5%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+12.3%

SCHDSchwab

+34.9%

+12.3%Year to date+34.9%

−9.7%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y11.7%

1.2%Yield2.9%

$39.2BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CGDV, SSUS, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

CGDV1.24%$124

SSUS0.45%$45

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CGDV, SSUS, SCHD

Today

9.9%most shared, CGDV and SSUS

CGDVSSUSSCHD

CGDV—9.9%5.7%

SSUS9.9%—0.0%

SCHD5.7%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSUS

+34.9%Year to date+13.5%

2.9%Yield0.5%

+37.5%Past year+13.4%

0.06%Fee0.77%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CGDV, SSUS and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CGDV, SSUS, SCHD