Compare · 3 funds side by side · dividends reinvested

FPFD, CGDV and SCHD

FPFDFidelity×CGDVCapital Group×SCHDSchwab×

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

02 / 04

FPFD, 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%$123B1.5

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.74%−1.4%−1.4%+7.6%+0.9%−4.8%3.3%$76M2.1

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

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: FPFD 2021 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Preferred Securities & Income ETF · $76M$10,474

FPFD

CGDV

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

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

FPFDMeasureCGDV

−1.4%Year to dateJan 1 → Nov 4+14.6%

−1.4%1 yearTotal return+17.5%

+7.6%3 years · per year$10,000 became $12,458 · $20,044+26.1%

+0.9%5 years · per year$10,000 became $10,475 · […][…]

0.59%Expense ratio$59 · $33 a year on $10k · lower is better0.33%

5.74%Trailing 12-mo yield$574 · $122 a year on $10k1.22%

−4.8%Worst dropSmaller is better−9.7%

3.3%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

FPFD vs CGDV: Top 5 Holdings

Today

FPFD

5.7%in top 5

CGDV

in top 524.6%

FPFDStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.5%STRFnot top 5

1.4%SOJEnot top 5

1.2%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

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

FPFD vs CGDV Returns, Every Period

FidelityFPFD

−1.4%

past year

CGDVCapital Group

+17.5%

past year

FPFDCGDVFaded: behind in that period

0–3CGDV wins

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

FPFD vs SCHD

YTD

FidelityFPFD

−1.4%

SCHDSchwab

+35.3%

−1.4%Year to date+35.3%

−4.8%Worst drop · 1Y−6.9%

3.3%Volatility · 1Y11.5%

5.7%Yield2.9%

$75.9MAssets$123B

3–1FPFD wins

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

Cost, Income and Risk

Fees: FPFD, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

FPFD0.59%$59

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

Yields: FPFD, CGDV, SCHD

5.74%highest, FPFD

FundTrailing yieldYield$10k

FPFD5.74%$574

SCHD2.91%$291

CGDV1.22%$122

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

Income After Fees on $10,000

$515most kept, FPFD

FPFD$574 − $59 = $515

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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

Overlap: FPFD, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

FPFDCGDVSCHD

FPFD—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%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

FPFDWorst drop−4.8%3.3% vol

SCHDWorst drop−6.9%11.5% 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

FPFDSCHD

−1.4%Year to date+35.3%

5.7%Yield2.9%

−1.4%Past year+41.6%

0.59%Fee0.06%

3–1SCHD 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