Compare · 4 funds side by side · dividends reinvested

GUSH, SCHD, VIG and CGDV

GUSHDirexion×SCHDSchwab×VIGVanguard×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

GUSH, SCHD, VIG and CGDV, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETFLeveraged · 2x0.94%1.29%+71.7%+74.8%+2.3%+8.2%−36.2%60.2%$177M3.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.1

Rank among the four1st → 4thFee, 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: GUSH 2015 · SCHD 2011 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF · $177M$14,823

GUSH

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

GUSHMeasureSCHD

+71.7%Year to dateJan 1 → Nov 6+31.4%

+74.8%1 yearTotal return+37.0%

+2.3%3 years · per year$10,000 became $10,701 · $17,266+20.0%

+8.2%5 years · per year$10,000 became $14,823 · $16,267+10.2%

0.94%Expense ratio$94 · $6 a year on $10k · lower is better0.06%

1.29%Trailing 12-mo yield$129 · $300 a year on $10k3.00%

−36.2%Worst dropSmaller is better−6.9%

60.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

GUSH vs SCHD: Top 5 Holdings

Today

GUSH

4.9%in top 5

SCHD

in top 521.4%

GUSHStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.1%RRCnot top 5

1.0%XOMnot top 5

1.0%CVXnot top 5

0.9%COPnot top 5

0.9%EOGnot top 5

Held in common4.5%

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

GUSH vs SCHD Returns, Every Period

DirexionGUSH

+8.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

GUSHSCHDFaded: behind in that period

2–2Level

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

Leveraged vs Income: GUSH vs SCHD

YTD

DirexionGUSH

+71.7%

SCHDSchwab

+31.4%

+71.7%Year to date+31.4%

−36.2%Worst drop · 1Y−6.9%

60.2%Volatility · 1Y11.7%

1.3%Yield3.0%

$177MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GUSH, SCHD, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

GUSH0.94%$94

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

Yields: GUSH, SCHD, VIG, CGDV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

GUSH1.29%$129

CGDV1.27%$127

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

GUSH$129 − $94 = $35

KeptFee

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

Overlap: GUSH, SCHD, VIG, CGDV

Today

29.4%most shared, VIG and CGDV

GUSHSCHDVIGCGDV

GUSH—4.5%1.5%1.5%

SCHD4.5%—14.5%5.9%

VIG1.5%14.5%—29.4%

CGDV1.5%5.9%29.4%—

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

Return vs Bumpiness: 4 ETFs

+74.8%GUSH, at 60.2% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

GUSHWorst drop−36.2%60.2% vol

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

Paid More vs Made More

YTD

SCHDGUSH

+31.4%Year to date+71.7%

3.0%Yield1.3%

+37.0%Past year+74.8%

0.06%Fee0.94%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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