Compare · 3 funds side by side · dividends reinvested

IDVY, CGDV and SCHD

IDVYFirst Trust×CGDVCapital Group×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

IDVY, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.0

First Trust International Rising Dividend Achievers ETFIncome · Dividend stocks0.60%1.33%[…][…][…][…][…][…]$1M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: IDVY 2026 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust International Rising Dividend Achievers ETF · $1M[…]

IDVY

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

IDVY

More Ways to See the Pairs

IDVY vs CGDV: Top 5 Holdings

Today

IDVY

6.2%in top 5

CGDV

in top 524.3%

IDVYStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: IDVY, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

IDVY0.60%$60

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

[…]Year to dateJan 1 → Nov 10+12.1%

[…]1 yearTotal return+15.4%

[…]3 years · per year$10,000 became […] · $18,754+23.3%

[…]5 years · per year[…]

0.60%Expense ratio$60 · $33 a year on $10k · lower is better0.33%

1.33%Trailing 12-mo yield$133 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

1–1Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%8316.Tnot top 5

1.3%8725.Tnot top 5

1.2%DSY.PAnot top 5

1.2%3099.Tnot top 5

1.2%9201.Tnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IDVY vs CGDV Returns, Every Period

1Y

First TrustIDVY

[…]

past year

CGDVCapital Group

+15.4%

past year

Returns […]

IDVYCGDVFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IDVY vs SCHD

YTD

First TrustIDVY

[…]

SCHDSchwab

+33.8%

[…]Year to date+33.8%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

1.3%Yield2.9%

$1.3MAssets$123B

1–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IDVY, CGDV, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IDVY1.33%$133

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

IDVY$133 − $60 = $73

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IDVY, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

IDVYCGDVSCHD

IDVY—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%5.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

IDVYWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+33.8%Year to date+12.1%

2.9%Yield1.2%

+38.8%Past year+15.4%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

IDVY, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IDVY, CGDV, SCHD