Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, SCHD and CGDV

DGROiShares×WCEOHypatia Capital×SCHDSchwab×CGDVCapital Group×

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, SCHD and CGDV, 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 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$17,573

DGRO

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

DGROMeasureCGDV

+20.6%Year to dateJan 1 → Nov 4+14.6%

+24.5%1 yearTotal return+17.5%

+22.6%3 years · per year$10,000 became $18,408 · $20,044+26.1%

+11.9%5 years · per year$10,000 became $17,573 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.81%Trailing 12-mo yield$181 · $122 a year on $10k1.22%

−6.5%Worst dropSmaller is better−9.7%

9.7%VolatilityLower is calmer12.6%

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

6–1DGRO wins

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

More Ways to See the Pairs

DGRO vs CGDV: Top 5 Holdings

Today

DGRO

14.8%in top 5

CGDV

in top 524.6%

DGROStockCGDV

3.0%MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

3.2%XOMnot top 5

3.0%ABBVnot top 5

2.9%AAPLnot top 5

2.7%JNJnot top 5

Held in common28.4%

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

DGRO vs CGDV Returns, Every Period

iSharesDGRO

+24.5%

past year

CGDVCapital Group

+17.5%

past year

DGROCGDVFaded: behind in that period

2–1DGRO wins

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

DGRO vs SCHD

YTD

iSharesDGRO

+20.6%

SCHDSchwab

+35.3%

+20.6%Year to date+35.3%

−6.5%Worst drop · 1Y−6.9%

9.7%Volatility · 1Y11.5%

1.8%Yield2.9%

$46.1BAssets$123B

2–2level

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

Cost, Income and Risk

Fees: DGRO, WCEO, SCHD, CGDV

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, SCHD, CGDV

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, SCHD, CGDV

Today

28.4%most shared, DGRO and CGDV

DGROWCEOSCHDCGDV

DGRO—5.9%21.0%28.4%

WCEO5.9%—2.7%0.7%

SCHD21.0%2.7%—5.7%

CGDV28.4%0.7%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