Compare · 3 funds side by side · dividends reinvested

CGUI, SCHD and VYM

CGUICapital Group×SCHDSchwab×VYMVanguard×

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

02 / 04

CGUI, 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%$120B1.9

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 Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$388M2.0

Rank among the three1st → 3rdFee, 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: CGUI 2024 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Ultra Short Income ETF · $388M[…]

CGUI

SCHD

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

$10,000 five years ago, dividends reinvested

CGUIMeasureSCHD

+3.0%Year to dateJan 1 → Nov 5+32.3%

+3.9%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%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.82%Trailing 12-mo yield$382 · $298 a year on $10k2.98%

−0.2%Worst dropSmaller is better−6.9%

0.9%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

CGUI vs SCHD: Top 5 Holdings

Today

CGUI

[…]in top 5

SCHD

in top 521.7%

CGUIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

CGUI vs SCHD Returns, Every Period

Capital GroupCGUI

+3.9%

past year

SCHDSchwab

+38.7%

past year

CGUISCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: CGUI vs SCHD

YTD

Capital GroupCGUI

+3.0%

SCHDSchwab

+32.3%

+3.0%Year to date+32.3%

−0.2%Worst drop · 1Y−6.9%

0.9%Volatility · 1Y11.7%

3.8%Yield3.0%

$388MAssets$120B

3–1CGUI wins

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

Cost, Income and Risk

Fees: CGUI, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGUI0.18%$18

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

Yields: CGUI, SCHD, VYM

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SCHD2.98%$298

VYM2.30%$230

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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

Overlap: CGUI, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

CGUISCHDVYM

CGUI—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

CGUIWorst drop−0.2%0.9% vol

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CGUISCHD

+3.0%Year to date+32.3%

3.8%Yield3.0%

+3.9%Past year+38.7%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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