Compare · 3 funds side by side · dividends reinvested

HIDV, CGDV and SCHD

HIDVAlliance Bernstein×CGDVCapital Group×SCHDSchwab×

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

02 / 04

HIDV, 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%$120B1.3

AB US High Dividend ETFIncome · Dividend stocks0.35%2.59%+11.2%+14.1%+21.9%[…]−9.6%12.9%$201M2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.6

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: HIDV 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AB US High Dividend ETF · $201M[…]

HIDV

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

HIDVMeasureCGDV

+11.2%Year to dateJan 1 → Nov 6+9.6%

+14.1%1 yearTotal return+12.9%

+21.9%3 years · per year$10,000 became $18,126 · $18,840+23.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

2.59%Trailing 12-mo yield$259 · $127 a year on $10k1.27%

−9.6%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer13.4%

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

5–2HIDV wins

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

More Ways to See the Pairs

HIDV vs CGDV: Top 5 Holdings

Today

HIDV

25.7%in top 5

CGDV

in top 523.9%

HIDVStockCGDV

7.3%AAPLnot top 5

7.1%NVDA5.7%

5.7%MSFT7.0%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

3.1%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common33.4%

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

HIDV vs CGDV Returns, Every Period

Alliance BernsteinHIDV

+14.1%

past year

CGDVCapital Group

+12.9%

past year

HIDVCGDVFaded: behind in that period

2–1HIDV wins

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

HIDV vs SCHD

YTD

Alliance BernsteinHIDV

+11.2%

SCHDSchwab

+31.4%

+11.2%Year to date+31.4%

−9.6%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

2.6%Yield3.0%

$201MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HIDV, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

HIDV0.35%$35

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

Yields: HIDV, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

HIDV2.59%$259

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

HIDV$259 − $35 = $224

CGDV$127 − $33 = $94

KeptFee

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

Overlap: HIDV, CGDV, SCHD

Today

33.4%most shared, HIDV and CGDV

HIDVCGDVSCHD

HIDV—33.4%14.0%

CGDV33.4%—5.9%

SCHD14.0%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

HIDVWorst drop−9.6%12.9% 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

SCHDHIDV

+31.4%Year to date+11.2%

3.0%Yield2.6%

+37.0%Past year+14.1%

0.06%Fee0.35%

4–0SCHD 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