Compare · 3 funds side by side · dividends reinvested

EVPF, CGDV and SCHD

EVPFEaton Vance×CGDVCapital Group×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeEVPF · 3.77% · $377 a year on $10k

Story of the three · RiskSmallest drop

EVPF, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: EVPF 2026 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

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

SCHD

More Ways to See the Pairs

SCHD vs EVPF: Top 5 Holdings

Today

SCHD

21.7%in top 5

EVPF

in top 55.9%

SCHDStockEVPF

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: EVPF, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

CGDV0.33%$33

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

EVPF

+34.2%Year to dateJan 1 → Nov 12[…]

+36.8%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.93%Trailing 12-mo yield$293 · $377 a year on $10k3.77%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AHL1.4%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs EVPF Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

EVPFEaton Vance

[…]

past year

Returns […]

SCHDEVPFFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SCHD vs EVPF

YTD

SchwabSCHD

+34.2%

EVPFEaton Vance

[…]

+34.2%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

2.9%Yield3.8%

$123BAssets$58.2M

1–0EVPF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: EVPF, CGDV, SCHD

1Y

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

SCHD2.93%$293

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$357most kept, EVPF

EVPF$377 − $20 = $357

SCHD$293 − $6 = $287

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: EVPF, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

EVPFCGDVSCHD

EVPF—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%5.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

EVPFWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+34.2%

3.8%Yield2.9%

[…]Past year+36.8%

0.20%Fee0.06%

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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EVPF, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: EVPF, CGDV, SCHD