Compare · 3 funds side by side · dividends reinvested

DIM, CGDV and SCHD

DIMWisdomTree×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

DIM, 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%$123B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.1

WisdomTree International MidCap Dividend FundIncome · Dividend stocks0.58%3.01%+12.0%+17.7%+21.6%+9.2%−10.6%13.8%$159M2.4

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: DIM 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International MidCap Dividend Fund · $159M$15,053

DIM

CGDV

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

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

DIMMeasureCGDV

+12.0%Year to dateJan 1 → Nov 5+14.6%

+17.7%1 yearTotal return+17.5%

+21.6%3 years · per year$10,000 became $17,979 · $20,044+26.1%

+9.2%5 years · per year$10,000 became $15,493 · […][…]

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

3.01%Trailing 12-mo yield$301 · $122 a year on $10k1.22%

−10.6%Worst dropSmaller is better−9.7%

13.8%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

DIM vs CGDV: Top 5 Holdings

Today

DIM

4.4%in top 5

CGDV

in top 524.4%

DIMStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

1.2%LGEN.Lnot top 5

0.8%VAR.OLnot top 5

0.8%AMUN.PAnot top 5

0.8%MED.MInot top 5

0.8%AGS.BRnot top 5

Held in common0.0%

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

DIM vs CGDV Returns, Every Period

WisdomTreeDIM

+17.7%

past year

CGDVCapital Group

+17.5%

past year

DIMCGDVFaded: behind in that period

1–2CGDV wins

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

DIM vs SCHD

YTD

WisdomTreeDIM

+12.0%

SCHDSchwab

+35.3%

+12.0%Year to date+35.3%

−10.6%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.5%

3.0%Yield2.9%

$159MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DIM, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DIM0.58%$58

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

Yields: DIM, CGDV, SCHD

3.01%highest, DIM

FundTrailing yieldYield$10k

DIM3.01%$301

SCHD2.91%$291

CGDV1.22%$122

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DIM$301 − $58 = $243

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DIM, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

DIMCGDVSCHD

DIM—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

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

DIMWorst drop−10.6%13.8% vol

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

Paid More vs Made More

YTD

DIMSCHD

+12.0%Year to date+35.3%

3.0%Yield2.9%

+17.7%Past year+41.6%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026