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$17,254VYM · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.1

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · WCEO 2023 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,254

VYM

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

VYMMeasureCGDV

+15.4%Year to dateJan 1 → Nov 9+12.1%

+19.5%1 yearTotal return+16.1%

+19.7%3 years · per year$10,000 became $17,150 · $18,934+23.7%

+11.5%5 years · per year$10,000 became $17,254 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

2.26%Trailing 12-mo yield$226 · $124 a year on $10k1.24%

−6.7%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer13.5%

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

6–1VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs CGDV: Top 5 Holdings

Today

VYM

18.2%in top 5

CGDV

in top 524.2%

VYMStockCGDV

6.9%AVGO4.0%

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

3.8%JPMnot top 5

not top 5GE3.2%

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common22.8%

End-of-day Nov 9, 2026 · share of each fund

VYM vs CGDV Returns, Every Period

VanguardVYM

+19.5%

past year

CGDVCapital Group

+16.1%

past year

VYMCGDVFaded: behind in that period

2–1VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VYM vs SCHD

YTD

VanguardVYM

+15.4%

SCHDSchwab

+33.2%

+15.4%Year to date+33.2%

−6.7%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.8%

2.3%Yield3.0%

$78.9BAssets$122B

2–2level

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CGDV, WCEO, SCHD, VYM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

CGDV1.24%$124

WCEO0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCEO, SCHD, VYM

Today

22.8%most shared, CGDV and VYM

CGDVWCEOSCHDVYM

CGDV—0.7%5.8%22.8%

WCEO0.7%—2.8%7.2%

SCHD5.8%2.8%—21.9%

VYM22.8%7.2%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCEO

+33.2%Year to date+20.2%

3.0%Yield0.5%

+39.1%Past year+25.4%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026