Compare · 2 funds side by side · dividends reinvested

CGNG and SCHD

CGNGCapital Group×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

CGNG and SCHD, 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%$120B1.0

Capital Group New Geography Equity ETFUnsorted0.64%0.68%+0.2%+2.3%[…][…]−16.1%23.3%$3.0B2.0

Rank among the two1st → 2ndFee, 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: CGNG 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group New Geography Equity ETF · $3.0B[…]

CGNG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CGNGMeasureSCHD

+0.2%Year to dateJan 1 → Nov 5+32.3%

+2.3%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

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

0.64%Expense ratio$64 · $6 a year on $10k · lower is better0.06%

0.68%Trailing 12-mo yield$68 · $298 a year on $10k2.98%

−16.1%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

CGNG vs SCHD: Top 5 Holdings

Today

CGNG

22.4%in top 5

SCHD

in top 521.7%

CGNGStockSCHD

10.7%TSMnot top 5

not top 5TXN4.7%

4.6%000660.Knot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%005930.Knot top 5

1.6%MSFTnot top 5

1.6%0700.HKnot top 5

Held in common0.2%

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

CGNG vs SCHD Returns, Every Period

Capital GroupCGNG

+2.3%

past year

SCHDSchwab

+38.7%

past year

CGNGSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: CGNG vs SCHD

YTD

Capital GroupCGNG

+0.2%

SCHDSchwab

+32.3%

+0.2%Year to date+32.3%

−16.1%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.7%

0.7%Yield3.0%

$3.0BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CGNG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGNG0.64%$64

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

Yields: CGNG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

CGNG0.68%$68

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGNG$68 − $64 = $4

KeptFee

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

Overlap: CGNG, SCHD

Today

0.2%most shared, CGNG and SCHD

CGNGSCHD

CGNG—0.2%

SCHD0.2%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGNGWorst drop−16.1%23.3% vol

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

Paid More vs Made More

YTD

SCHDCGNG

+32.3%Year to date+0.2%

3.0%Yield0.7%

+38.7%Past year+2.3%

0.06%Fee0.64%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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