Compare · 3 funds side by side · dividends reinvested

CVGD, CGDV and SCHD

CVGDCresAlta×CGDVCapital Group×SCHDSchwab×

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

02 / 04

CVGD, CGDV 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%$120B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.9

CresAlta Global Dividend ETFIncome · Dividend stocks0.50%0.78%[…][…][…][…][…][…]$145M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CVGD 2026 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

CresAlta Global Dividend ETF · $145M[…]

CVGD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

CVGDMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

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

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVGD vs SCHD: Top 5 Holdings

Today

CVGD

17.3%in top 5

SCHD

in top 521.4%

CVGDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%ANTMnot top 5

3.6%VZnot top 5

3.4%CRMnot top 5

3.1%CVSnot top 5

3.1%IMBBYnot top 5

Held in common6.3%

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

CVGD vs SCHD Returns, Every Period

CresAltaCVGD

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

CVGDSCHDFaded: behind in that period

0–0Level

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

CVGD vs SCHD

YTD

CresAltaCVGD

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.8%Yield3.0%

$145MAssets$120B

1–0SCHD wins

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

Cost, Income and Risk

Fees: CVGD, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

CVGD0.50%$50

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

Yields: CVGD, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CGDV1.27%$127

CVGD0.78%$78

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

CVGD$78 − $50 = $28

KeptFee

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

Overlap: CVGD, CGDV, SCHD

Today

6.3%most shared, CVGD and SCHD

CVGDCGDVSCHD

CVGD—3.7%6.3%

CGDV3.7%—5.9%

SCHD6.3%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

CVGDWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCGDV

+31.4%Year to date+9.6%

3.0%Yield1.3%

+37.0%Past year+12.9%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026