Compare · 3 funds side by side · dividends reinvested

DIVD, CGDV and SCHD

DIVDAltrius×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

DIVD, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Altrius Global Dividend ETFIncome · Dividend stocks0.49%2.65%+22.0%+30.0%+21.5%[…]−7.1%11.5%$27M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DIVD 2022 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Altrius Global Dividend ETF · $27M[…]

DIVD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

DIVDMeasureCGDV

+22.0%Year to dateJan 1 → Nov 5+9.7%

+30.0%1 yearTotal return+13.2%

+21.5%3 years · per year$10,000 became $17,927 · $19,064+24.0%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $33 a year on $10k · lower is better0.33%

2.65%Trailing 12-mo yield$265 · $127 a year on $10k1.27%

−7.1%Worst dropSmaller is better−9.7%

11.5%VolatilityLower is calmer13.4%

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

5–2DIVD wins

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

More Ways to See the Pairs

DIVD vs CGDV: Top 5 Holdings

Today

DIVD

12.0%in top 5

CGDV

in top 524.4%

DIVDStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.5%NXPInot top 5

2.4%AZNnot top 5

2.4%CGEMYnot top 5

2.3%RBGLYnot top 5

2.3%BTInot top 5

Held in common10.4%

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

DIVD vs CGDV Returns, Every Period

AltriusDIVD

+30.0%

past year

CGDVCapital Group

+13.2%

past year

DIVDCGDVFaded: behind in that period

2–1DIVD wins

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

DIVD vs SCHD

YTD

AltriusDIVD

+22.0%

SCHDSchwab

+32.3%

+22.0%Year to date+32.3%

−7.1%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

2.6%Yield3.0%

$27.0MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DIVD, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DIVD0.49%$49

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

Yields: DIVD, CGDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DIVD2.65%$265

CGDV1.27%$127

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DIVD$265 − $49 = $216

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DIVD, CGDV, SCHD

Today

14.4%most shared, DIVD and SCHD

DIVDCGDVSCHD

DIVD—10.4%14.4%

CGDV10.4%—5.8%

SCHD14.4%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

DIVDWorst drop−7.1%11.5% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

SCHDDIVD

+32.3%Year to date+22.0%

3.0%Yield2.6%

+38.7%Past year+30.0%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026