Compare · 3 funds side by side · dividends reinvested

DEW, CGDV and SCHD

DEWWisdomTree×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,213DEW · best of the three

02 / 04

DEW, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.04%+19.8%+25.3%+22.4%+12.7%−6.3%10.1%$169M1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

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: DEW 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $169M$18,213

DEW

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

DEWMeasureCGDV

+19.8%Year to dateJan 1 → Nov 6+9.6%

+25.3%1 yearTotal return+12.9%

+22.4%3 years · per year$10,000 became $18,338 · $18,840+23.5%

+12.7%5 years · per year$10,000 became $18,213 · […][…]

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

3.04%Trailing 12-mo yield$304 · $127 a year on $10k1.27%

−6.3%Worst dropSmaller is better−9.7%

10.1%VolatilityLower is calmer13.4%

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

5–2DEW wins

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

More Ways to See the Pairs

DEW vs CGDV: Top 5 Holdings

Today

DEW

8.2%in top 5

CGDV

in top 523.9%

DEWStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common5.5%

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

DEW vs CGDV Returns, Every Period

WisdomTreeDEW

+25.3%

past year

CGDVCapital Group

+12.9%

past year

DEWCGDVFaded: behind in that period

2–1DEW wins

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

DEW vs SCHD

YTD

WisdomTreeDEW

+19.8%

SCHDSchwab

+31.4%

+19.8%Year to date+31.4%

−6.3%Worst drop · 1Y−6.9%

10.1%Volatility · 1Y11.7%

3.0%Yield3.0%

$169MAssets$120B

2–1DEW wins

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

Cost, Income and Risk

Fees: DEW, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DEW0.58%$58

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

Yields: DEW, CGDV, SCHD

3.04%highest, DEW

FundTrailing yieldYield$10k

DEW3.04%$304

SCHD3.00%$300

CGDV1.27%$127

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DEW$304 − $58 = $246

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DEW, CGDV, SCHD

Today

17.3%most shared, DEW and SCHD

DEWCGDVSCHD

DEW—5.5%17.3%

CGDV5.5%—5.9%

SCHD17.3%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

DEWWorst drop−6.3%10.1% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

DEWSCHD

+19.8%Year to date+31.4%

3.0%Yield3.0%

+25.3%Past year+37.0%

0.58%Fee0.06%

3–0SCHD 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