Compare · 3 funds side by side · dividends reinvested

FDEC, SCHD and CGDV

FDECFirst Trust×SCHDSchwab×CGDVCapital Group×

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

FDEC, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B2.1

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+9.3%+11.7%+15.9%+10.4%−5.8%8.4%$1.3B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: FDEC 2020 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

SCHD

More Ways to See the Pairs

SCHD vs CGDV: Top 5 Holdings

Today

SCHD

21.8%in top 5

CGDV

in top 524.0%

SCHDStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

4.8%TXNnot top 5

not top 5AVGO4.7%

4.4%PGnot top 5

Cost, Income and Risk

Fees: FDEC, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

FDEC0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FDEC, SCHD, CGDV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CGDV

+34.9%Year to dateJan 1 → Nov 13+12.3%

+37.5%1 yearTotal return+13.2%

+20.2%3 years · per year$10,000 became $17,374 · $18,844+23.5%

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

2.92%Trailing 12-mo yield$292 · $124 a year on $10k1.24%

−6.9%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer13.5%

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

6–1SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

not top 5META4.0%

not top 5ORCL3.3%

Held in common5.7%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs CGDV Returns, Every Period

1Y

SchwabSCHD

+37.5%

past year

CGDVCapital Group

+13.2%

past year

SCHDCGDVFaded: behind in that period

2–1SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHD vs CGDV

YTD

SchwabSCHD

+34.9%

CGDVCapital Group

+12.3%

+34.9%Year to date+12.3%

−6.9%Worst drop · 1Y−9.7%

11.7%Volatility · 1Y13.5%

2.9%Yield1.2%

$124BAssets$39.2B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

CGDV1.24%$124

FDEC0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

CGDV$124 − $33 = $91

FDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FDEC, SCHD, CGDV

Today

5.7%most shared, SCHD and CGDV

FDECSCHDCGDV

FDEC—[…][…]

SCHD[…]—5.7%

CGDV[…]5.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

FDECWorst drop−5.8%8.4% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+34.9%Year to date+12.3%

2.9%Yield1.2%

+37.5%Past year+13.2%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

FDEC, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three