Compare · 3 funds side by side · dividends reinvested

DEM, CGDV and SCHD

DEMWisdomTree×CGDVCapital Group×SCHDSchwab×

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

02 / 04

DEM, CGDV 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%$123B1.3

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.44%+15.6%+17.8%+17.7%+9.2%−7.9%15.2%$4.0B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.4

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: DEM 2007 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,521

DEM

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEMMeasureCGDV

+15.6%Year to dateJan 1 → Nov 5+9.7%

+17.8%1 yearTotal return+13.2%

+17.7%3 years · per year$10,000 became $16,325 · $19,064+24.0%

+9.2%5 years · per year$10,000 became $15,521 · […][…]

0.63%Expense ratio$63 · $33 a year on $10k · lower is better0.33%

3.44%Trailing 12-mo yield$344 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.7%

15.2%VolatilityLower is calmer13.4%

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

4–3DEM wins

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

More Ways to See the Pairs

DEM vs CGDV: Top 5 Holdings

Today

DEM

13.8%in top 5

CGDV

in top 524.4%

DEMStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

4.1%0939.HKnot top 5

not top 5META3.8%

not top 5RTX3.2%

2.8%2454.TWnot top 5

2.5%1398.HKnot top 5

2.2%GFNORTEOnot top 5

2.2%000333.Snot top 5

Held in common0.0%

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

DEM vs CGDV Returns, Every Period

WisdomTreeDEM

+17.8%

past year

CGDVCapital Group

+13.2%

past year

DEMCGDVFaded: behind in that period

2–1DEM wins

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

DEM vs SCHD

YTD

WisdomTreeDEM

+15.6%

SCHDSchwab

+32.3%

+15.6%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.7%

3.4%Yield3.0%

$4.0BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DEM, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DEM0.63%$63

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

Yields: DEM, CGDV, SCHD

3.44%highest, DEM

FundTrailing yieldYield$10k

DEM3.44%$344

SCHD2.98%$298

CGDV1.27%$127

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DEM$344 − $63 = $281

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DEM, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

DEMCGDVSCHD

DEM—0.0%0.0%

CGDV0.0%—5.8%

SCHD0.0%5.8%—

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

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

DEMWorst drop−7.9%15.2% vol

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

Paid More vs Made More

YTD

DEMSCHD

+15.6%Year to date+32.3%

3.4%Yield3.0%

+17.8%Past year+38.7%

0.63%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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026