Compare · 4 funds side by side · dividends reinvested

CGDV, WCEO, SCHD and VYM

CGDVCapital Group×WCEOHypatia Capital×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

CGDV, WCEO, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B3.1

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.5%+20.7%+18.6%[…]−7.3%14.3%$14M3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGDV 2022 · WCEO 2023 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

SCHDMeasureCGDV

+32.3%Year to dateJan 1 → Nov 5+9.7%

+38.7%1 yearTotal return+13.2%

+20.3%3 years · per year$10,000 became $17,414 · $19,064+24.0%

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

2.98%Trailing 12-mo yield$298 · $127 a year on $10k1.27%

−6.9%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer13.4%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs CGDV: Top 5 Holdings

Today

SCHD

21.7%in top 5

CGDV

in top 524.4%

SCHDStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

not top 5AVGO4.3%

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common5.8%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs CGDV Returns, Every Period

SchwabSCHD

+38.7%

past year

CGDVCapital Group

+13.2%

past year

SCHDCGDVFaded: behind in that period

2–1SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHD vs VYM

YTD

SchwabSCHD

+32.3%

VYMVanguard

+13.3%

+32.3%Year to date+13.3%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y10.6%

3.0%Yield2.3%

$120BAssets$78.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, WCEO, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGDV, WCEO, SCHD, VYM

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VYM2.30%$230

CGDV1.27%$127

WCEO0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCEO, SCHD, VYM

Today

23.0%most shared, CGDV and VYM

CGDVWCEOSCHDVYM

CGDV—0.7%5.8%23.0%

WCEO0.7%—2.8%7.2%

SCHD5.8%2.8%—21.9%

VYM23.0%7.2%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%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

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCEO

+32.3%Year to date+16.5%

3.0%Yield0.6%

+38.7%Past year+20.7%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026