Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, CGDV and SCHD

DGROiShares×WCEOHypatia Capital×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,573DGRO · best of the four

02 / 04

DGRO, WCEO, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B3.1

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M3.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: DGRO 2014 · WCEO 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

WCEOMeasureSCHD

+20.9%Year to dateJan 1 → Nov 4+35.3%

+24.1%1 yearTotal return+41.6%

+20.4%3 years · per year$10,000 became $17,452 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.53%Trailing 12-mo yield$53 · $291 a year on $10k2.91%

−7.3%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs SCHD: Top 5 Holdings

Today

WCEO

8.3%in top 5

SCHD

in top 521.6%

WCEOStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.7%SEInot top 5

1.7%KMInot top 5

1.7%MPCnot top 5

1.6%INSWnot top 5

1.6%CLXnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

WCEO vs SCHD Returns, Every Period

Hypatia CapitalWCEO

+24.1%

past year

SCHDSchwab

+41.6%

past year

WCEOSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs SCHD

YTD

Hypatia CapitalWCEO

+20.9%

SCHDSchwab

+35.3%

+20.9%Year to date+35.3%

−7.3%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.5%

0.5%Yield2.9%

$13.7MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, WCEO, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DGRO, WCEO, CGDV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DGRO1.81%$181

CGDV1.22%$122

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DGRO, WCEO, CGDV, SCHD

Today

28.4%most shared, DGRO and CGDV

DGROWCEOCGDVSCHD

DGRO—5.9%28.4%21.0%

WCEO5.9%—0.7%2.7%

CGDV28.4%0.7%—5.7%

SCHD21.0%2.7%5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

WCEOWorst drop−7.3%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCEO

+35.3%Year to date+20.9%

2.9%Yield0.5%

+41.6%Past year+24.1%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026