Compare · 2 funds side by side · dividends reinvested

CGUI and SCHD

CGUICapital Group×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

CGUI and SCHD, 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%$123B1.4

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M1.5

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

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

CGUI

Capital Group Ultra Short Income ETF · $387M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureCGUI

+35.3%Year to dateJan 1 → Nov 4+3.0%

+41.6%1 yearTotal return+3.9%

+21.4%3 years · per year$10,000 became $17,908 · […][…]

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

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.91%Trailing 12-mo yield$291 · $382 a year on $10k3.82%

−6.9%Worst dropSmaller is better−0.2%

11.5%VolatilityLower is calmer0.9%

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

3–3Level

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

More Ways to See the Pairs

SCHD vs CGUI: Top 5 Holdings

Today

SCHD

21.6%in top 5

CGUI

in top 5[…]

SCHDStockCGUI

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

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

SCHD vs CGUI Returns, Every Period

SchwabSCHD

+41.6%

past year

CGUICapital Group

+3.9%

past year

SCHDCGUIFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs CGUI

YTD

SchwabSCHD

+35.3%

CGUICapital Group

+3.0%

+35.3%Year to date+3.0%

−6.9%Worst drop · 1Y−0.2%

11.5%Volatility · 1Y0.9%

2.9%Yield3.8%

$123BAssets$387M

3–1CGUI wins

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

Cost, Income and Risk

Fees: CGUI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGUI0.18%$18

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

Yields: CGUI, SCHD

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SCHD2.91%$291

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SCHD$291 − $6 = $285

KeptFee

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

Overlap: CGUI, SCHD

Today

[…]holdings […]

CGUISCHD

CGUI—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

CGUIWorst drop−0.2%0.9% 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

CGUISCHD

+3.0%Year to date+35.3%

3.8%Yield2.9%

+3.9%Past year+41.6%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026