Compare · 3 funds side by side · dividends reinvested

FIDI, CGDV and SCHD

FIDIFidelity×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,441FIDI · best of the three

02 / 04

FIDI, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Fidelity International High Dividend ETFIncome · Dividend stocks0.18%4.25%+15.8%+24.1%+23.0%+11.8%−6.9%12.0%$400M1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: FIDI 2018 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity International High Dividend ETF · $400M$17,441

FIDI

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

FIDIMeasureCGDV

+15.8%Year to dateJan 1 → Nov 6+9.6%

+24.1%1 yearTotal return+12.9%

+23.0%3 years · per year$10,000 became $18,594 · $18,840+23.5%

+11.8%5 years · per year$10,000 became $17,441 · […][…]

0.18%Expense ratio$18 · $33 a year on $10k · lower is better0.33%

4.25%Trailing 12-mo yield$425 · $127 a year on $10k1.27%

−6.9%Worst dropSmaller is better−9.7%

12.0%VolatilityLower is calmer13.4%

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

6–1FIDI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIDI vs CGDV: Top 5 Holdings

Today

FIDI

15.5%in top 5

CGDV

in top 523.9%

FIDIStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

3.9%EQNR.OLnot top 5

not top 5META3.9%

3.4%TTE.PAnot top 5

not top 5RTX3.2%

2.9%CNQ.TOnot top 5

2.7%NESN.SWnot top 5

2.6%1878.Tnot top 5

Held in common3.0%

End-of-day Nov 6, 2026 · share of each fund

FIDI vs CGDV Returns, Every Period

FidelityFIDI

+24.1%

past year

CGDVCapital Group

+12.9%

past year

FIDICGDVFaded: behind in that period

2–1FIDI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FIDI vs SCHD

YTD

FidelityFIDI

+15.8%

SCHDSchwab

+31.4%

+15.8%Year to date+31.4%

−6.9%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.7%

4.2%Yield3.0%

$400MAssets$120B

2–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIDI, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FIDI0.18%$18

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FIDI, CGDV, SCHD

4.25%highest, FIDI

FundTrailing yieldYield$10k

FIDI4.25%$425

SCHD3.00%$300

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$407most kept, FIDI

FIDI$425 − $18 = $407

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FIDI, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

FIDICGDVSCHD

FIDI—3.0%0.0%

CGDV3.0%—5.9%

SCHD0.0%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FIDIWorst drop−6.9%12.0% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FIDISCHD

+15.8%Year to date+31.4%

4.2%Yield3.0%

+24.1%Past year+37.0%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026