Compare · 3 funds side by side · dividends reinvested

DIVE, CGDV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

DIVE, 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%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.3

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.23%+14.5%+20.8%[…][…]−11.5%12.6%$48M2.5

Rank among the three1st → 3rdFee, 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: DIVE 2025 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dana Concentrated Dividend ETF · $48M[…]

DIVE

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

DIVEMeasureCGDV

+14.5%Year to dateJan 1 → Nov 4+14.6%

+20.8%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

1.23%Trailing 12-mo yield$123 · $122 a year on $10k1.22%

−11.5%Worst dropSmaller is better−9.7%

12.6%VolatilityLower is calmer12.6%

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

2–3CGDV wins

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

More Ways to See the Pairs

DIVE vs CGDV: Top 5 Holdings

Today

DIVE

25.3%in top 5

CGDV

in top 524.6%

DIVEStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

5.6%PMnot top 5

5.2%KDPnot top 5

4.9%QSRnot top 5

4.9%IQVnot top 5

4.7%AMZNnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common16.0%

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

DIVE vs CGDV Returns, Every Period

DanaDIVE

+20.8%

past year

CGDVCapital Group

+17.5%

past year

DIVECGDVFaded: behind in that period

1–1Level

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

DIVE vs SCHD

YTD

DanaDIVE

+14.5%

SCHDSchwab

+35.3%

+14.5%Year to date+35.3%

−11.5%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

1.2%Yield2.9%

$48.3MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DIVE, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DIVE0.65%$65

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

Yields: DIVE, CGDV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DIVE1.23%$123

CGDV1.22%$122

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

DIVE$123 − $65 = $58

KeptFee

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

Overlap: DIVE, CGDV, SCHD

Today

16.0%most shared, DIVE and CGDV

DIVECGDVSCHD

DIVE—16.0%7.8%

CGDV16.0%—5.7%

SCHD7.8%5.7%—

End-of-day Nov 4, 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

DIVEWorst drop−11.5%12.6% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

SCHDCGDV

+35.3%Year to date+14.6%

2.9%Yield1.2%

+41.6%Past year+17.5%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 4, 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 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

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 4, 2026