Compare · 3 funds side by side · dividends reinvested

DURA, CGDV and SCHD

DURAVanEck×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

DURA, 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%$120B1.3

VanEck Durable High Dividend ETFIncome · Dividend stocks0.30%3.09%+21.9%+27.9%+15.4%+8.8%−7.0%15.1%$38M2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.6

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: DURA 2018 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Durable High Dividend ETF · $38M$15,256

DURA

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

DURAMeasureCGDV

+21.9%Year to dateJan 1 → Nov 5+9.7%

+27.9%1 yearTotal return+13.2%

+15.4%3 years · per year$10,000 became $15,366 · $19,064+24.0%

+8.8%5 years · per year$10,000 became $15,256 · […][…]

0.30%Expense ratio$30 · $33 a year on $10k · lower is better0.33%

3.09%Trailing 12-mo yield$309 · $127 a year on $10k1.27%

−7.0%Worst dropSmaller is better−9.7%

15.1%VolatilityLower is calmer13.4%

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

5–2DURA wins

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

More Ways to See the Pairs

DURA vs CGDV: Top 5 Holdings

Today

DURA

24.5%in top 5

CGDV

in top 524.4%

DURAStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

5.3%PMnot top 5

5.1%XOMnot top 5

5.0%PFEnot top 5

4.9%CVXnot top 5

not top 5AVGO4.3%

4.3%VZnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common12.6%

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

DURA vs CGDV Returns, Every Period

VanEckDURA

+27.9%

past year

CGDVCapital Group

+13.2%

past year

DURACGDVFaded: behind in that period

2–1DURA wins

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

DURA vs SCHD

YTD

VanEckDURA

+21.9%

SCHDSchwab

+32.3%

+21.9%Year to date+32.3%

−7.0%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

3.1%Yield3.0%

$38.3MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DURA, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DURA0.30%$30

CGDV0.33%$33

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

Yields: DURA, CGDV, SCHD

3.09%highest, DURA

FundTrailing yieldYield$10k

DURA3.09%$309

SCHD2.98%$298

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

DURA$309 − $30 = $279

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DURA, CGDV, SCHD

Today

34.7%most shared, DURA and SCHD

DURACGDVSCHD

DURA—12.6%34.7%

CGDV12.6%—5.8%

SCHD34.7%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

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

DURAWorst drop−7.0%15.1% vol

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

Paid More vs Made More

YTD

DURASCHD

+21.9%Year to date+32.3%

3.1%Yield3.0%

+27.9%Past year+38.7%

0.30%Fee0.06%

3–1SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026