Compare · 4 funds side by side · dividends reinvested

CGDV, TIZE, VIG and SCHD

CGDVCapital Group×TIZETCW×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

CGDV, TIZE, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B2.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CGDV 2022 · TIZE 2021 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureTIZE

+14.6%Year to dateJan 1 → Nov 4[…]

+17.5%1 yearTotal return[…]

+26.1%3 years · per year$10,000 became $20,044 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $40 a year on $10k · lower is better0.40%

1.22%Trailing 12-mo yield$122 · $76 a year on $10k0.76%

−9.7%Worst dropSmaller is better[…]

12.6%VolatilityLower is calmer[…]

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

2–0CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs TIZE: Top 5 Holdings

Today

CGDV

24.6%in top 5

TIZE

in top 5[…]

CGDVStockTIZE

6.6%MSFTnot top 5

6.3%NVDAnot top 5

4.4%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CGDV vs TIZE Returns, Every Period

Capital GroupCGDV

+17.5%

past year

TIZETCW

[…]

past year

Returns […]

CGDVTIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+14.6%

SCHDSchwab

+35.3%

+14.6%Year to date+35.3%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

1.2%Yield2.9%

$38.8BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, TIZE, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGDV, TIZE, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

CGDV1.22%$122

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGDV, TIZE, VIG, SCHD

Today

29.4%most shared, CGDV and VIG

CGDVTIZEVIGSCHD

CGDV—[…]29.4%5.7%

TIZE[…]—[…][…]

VIG29.4%[…]—14.5%

SCHD5.7%[…]14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026