Compare · 4 funds side by side · dividends reinvested

CGDV, WCME, IEFA and SCHD

CGDVCapital Group×WCMEFirst Trust×IEFAiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CGDV, WCME, IEFA 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%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B2.5

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$35M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · WCME 2020 · IEFA 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

SCHDMeasureCGDV

+31.4%Year to dateJan 1 → Nov 6+9.6%

+37.0%1 yearTotal return+12.9%

+20.0%3 years · per year$10,000 became $17,266 · $18,840+23.5%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

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

3.00%Trailing 12-mo yield$300 · $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 6, 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

21.4%in top 5

CGDV

in top 523.9%

SCHDStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common5.9%

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

SCHD vs CGDV Returns, Every Period

SchwabSCHD

+37.0%

past year

CGDVCapital Group

+12.9%

past year

SCHDCGDVFaded: behind in that period

2–1SCHD wins

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

Income vs International: SCHD vs IEFA

YTD

SchwabSCHD

+31.4%

IEFAiShares

+7.7%

+31.4%Year to date+7.7%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.2%

3.0%Yield3.5%

$120BAssets$187B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CGDV, WCME, IEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

CGDV0.33%$33

WCME0.95%$95

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

Yields: CGDV, WCME, IEFA, SCHD

3.47%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.47%$347

SCHD3.00%$300

CGDV1.27%$127

WCME0.39%$39

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

WCME$39 − $95 = −$56

KeptFee

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

Overlap: CGDV, WCME, IEFA, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVWCMEIEFASCHD

CGDV—0.0%0.5%5.9%

WCME0.0%—1.2%0.0%

IEFA0.5%1.2%—0.0%

SCHD5.9%0.0%0.0%—

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

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

IEFAWorst drop−11.5%16.2% vol

WCMEWorst drop−17.3%25.5% vol

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

Paid More vs Made More

YTD

IEFASCHD

+7.7%Year to date+31.4%

3.5%Yield3.0%

+11.9%Past year+37.0%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026