Compare · 3 funds side by side · dividends reinvested

CGMS, SCHD and VIG

CGMSCapital Group×SCHDSchwab×VIGVanguard×

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

02 / 04

CGMS, SCHD and VIG, 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%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Capital Group U.S. Multi-Sector Income ETFIncome · Dividend stocks0.39%6.04%+0.9%+2.2%+8.2%[…]−2.8%3.7%$5.6B2.1

Rank among the three1st → 3rdFee, 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: CGMS 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group U.S. Multi-Sector Income ETF · $5.6B[…]

CGMS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGMSMeasureSCHD

+0.9%Year to dateJan 1 → Nov 4+35.3%

+2.2%1 yearTotal return+41.6%

+8.2%3 years · per year$10,000 became $12,655 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

6.04%Trailing 12-mo yield$604 · $291 a year on $10k2.91%

−2.8%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

CGMS vs SCHD: Top 5 Holdings

Today

CGMS

0.3%in top 5

SCHD

in top 521.6%

CGMSStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.1%ORCLnot top 5

0.0%NFEGPnot top 5

0.0%GOOGNnot top 5

0.0%GOOGMnot top 5

0.0%SVCnot top 5

Held in common0.0%

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

CGMS vs SCHD Returns, Every Period

Capital GroupCGMS

+2.2%

past year

SCHDSchwab

+41.6%

past year

CGMSSCHDFaded: behind in that period

0–3SCHD wins

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

CGMS vs SCHD

YTD

Capital GroupCGMS

+0.9%

SCHDSchwab

+35.3%

+0.9%Year to date+35.3%

−2.8%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.5%

6.0%Yield2.9%

$5.6BAssets$121B

3–1CGMS wins

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

Cost, Income and Risk

Fees: CGMS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGMS0.39%$39

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

Yields: CGMS, SCHD, VIG

6.04%highest, CGMS

FundTrailing yieldYield$10k

CGMS6.04%$604

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$565most kept, CGMS

CGMS$604 − $39 = $565

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: CGMS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CGMSSCHDVIG

CGMS—0.0%0.1%

SCHD0.0%—14.5%

VIG0.1%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

CGMSWorst drop−2.8%3.7% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

CGMSSCHD

+0.9%Year to date+35.3%

6.0%Yield2.9%

+2.2%Past year+41.6%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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