Compare · 4 funds side by side · dividends reinvested

DECT, CGDV, SCHD and DGRO

DECTAllianzIM×CGDVCapital Group×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

DECT, CGDV, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.0

AllianzIM U.S. Equity Buffer10 Dec ETFDefined Outcome · Buffer0.74%0.00%+9.0%+12.0%+15.2%[…]−6.1%10.0%$36M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DECT 2022 · CGDV 2022 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Dec ETF · $36M[…]

DECT

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested

DECTMeasureCGDV

+9.0%Year to dateJan 1 → Nov 9+12.1%

+12.0%1 yearTotal return+16.1%

+15.2%3 years · per year$10,000 became $15,285 · $18,934+23.7%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−6.1%Worst dropSmaller is better−9.7%

10.0%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DECT vs CGDV: Top 5 Holdings

Today

DECT

[…]in top 5

CGDV

in top 524.2%

DECTStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DECT vs CGDV Returns, Every Period

AllianzIMDECT

+12.0%

past year

CGDVCapital Group

+16.1%

past year

DECTCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: DECT vs SCHD

YTD

AllianzIMDECT

+9.0%

SCHDSchwab

+33.2%

+9.0%Year to date+33.2%

−6.1%Worst drop · 1Y−6.9%

10.0%Volatility · 1Y11.8%

0.0%Yield3.0%

$36.2MAssets$122B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DECT, CGDV, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

DECT0.74%$74

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DECT, CGDV, SCHD, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

CGDV1.24%$124

DECT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

DECT$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DECT, CGDV, SCHD, DGRO

Today

28.2%most shared, CGDV and DGRO

DECTCGDVSCHDDGRO

DECT—[…][…][…]

CGDV[…]—5.8%28.2%

SCHD[…]5.8%—21.3%

DGRO[…]28.2%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DECTWorst drop−6.1%10.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026