Compare · 4 funds side by side · dividends reinvested

DGRO, SSUS, CGDV and SCHD

DGROiShares×SSUSDay Hagan×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

DGRO, SSUS, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.0

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+10.8%+11.3%+18.2%+9.1%−9.0%14.5%$603M3.6

Rank among the four1st → 4thFee, 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: DGRO 2014 · SSUS 2020 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,489

SSUS

SCHD

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

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

SSUSMeasureSCHD

+10.8%Year to dateJan 1 → Nov 6+31.4%

+11.3%1 yearTotal return+37.0%

+18.2%3 years · per year$10,000 became $16,517 · $17,266+20.0%

+9.1%5 years · per year$10,000 became $15,489 · $16,267+10.2%

0.77%Expense ratio$77 · $6 a year on $10k · lower is better0.06%

0.46%Trailing 12-mo yield$46 · $300 a year on $10k3.00%

−9.0%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

SSUS vs SCHD: Top 5 Holdings

Today

SSUS

72.9%in top 5

SCHD

in top 521.4%

SSUSStockSCHD

31.5%XLKnot top 5

11.2%XLFnot top 5

10.7%XLInot top 5

10.2%XLVnot top 5

9.3%XLYnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

SSUS vs SCHD Returns, Every Period

Day HaganSSUS

+9.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SSUSSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: SSUS vs SCHD

YTD

Day HaganSSUS

+10.8%

SCHDSchwab

+31.4%

+10.8%Year to date+31.4%

−9.0%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

0.5%Yield3.0%

$603MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DGRO, SSUS, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

SSUS0.77%$77

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

Yields: DGRO, SSUS, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

CGDV1.27%$127

SSUS0.46%$46

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: DGRO, SSUS, CGDV, SCHD

Today

28.3%most shared, DGRO and CGDV

DGROSSUSCGDVSCHD

DGRO—5.2%28.3%21.3%

SSUS5.2%—10.5%0.0%

CGDV28.3%10.5%—5.9%

SCHD21.3%0.0%5.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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