Compare · 3 funds side by side · dividends reinvested

IQDG, CGDV and SCHD

IQDGWisdomTree×CGDVCapital Group×SCHDSchwab×

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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

IQDG, 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%$122B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.0

WisdomTree International Quality Dividend Growth FundIncome · Dividend stocks0.42%2.36%+5.2%+10.5%+12.4%+4.2%−12.4%17.2%$675M2.8

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: IQDG 2016 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International Quality Dividend Growth Fund · $675M$12,277

IQDG

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

IQDG

More Ways to See the Pairs

IQDG vs CGDV: Top 5 Holdings

Today

IQDG

15.8%in top 5

CGDV

in top 524.3%

IQDGStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

3.4%NOVN.SW

Cost, Income and Risk

Fees: IQDG, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

IQDG0.42%$42

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%

$122BAssets$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

+5.2%Year to dateJan 1 → Nov 10+12.1%

+10.5%1 yearTotal return+15.4%

+12.4%3 years · per year$10,000 became $14,205 · $18,754+23.3%

+4.2%5 years · per year$10,000 became $12,277 · […][…]

0.42%Expense ratio$42 · $33 a year on $10k · lower is better0.33%

2.36%Trailing 12-mo yield$236 · $124 a year on $10k1.24%

−12.4%Worst dropSmaller is better−9.7%

17.2%VolatilityLower is calmer13.5%

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

1–6CGDV wins

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

not top 5

3.4%ROP.SWnot top 5

not top 5GE3.2%

3.2%7203.Tnot top 5

2.9%AZNnot top 5

2.8%NOVO-B.Cnot top 5

Held in common0.0%

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

IQDG vs CGDV Returns, Every Period

1Y

WisdomTreeIQDG

+10.5%

past year

CGDVCapital Group

+15.4%

past year

IQDGCGDVFaded: behind in that period

0–3CGDV wins

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

IQDG vs SCHD

YTD

WisdomTreeIQDG

+5.2%

SCHDSchwab

+33.8%

+5.2%Year to date+33.8%

−12.4%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.8%

2.4%Yield2.9%

$675MAssets$122B

4–0SCHD wins

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

Yields: IQDG, CGDV, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IQDG2.36%$236

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

IQDG$236 − $42 = $194

CGDV$124 − $33 = $91

KeptFee

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

Overlap: IQDG, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

IQDGCGDVSCHD

IQDG—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

IQDGWorst drop−12.4%17.2% vol

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IQDG, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IQDG, CGDV, SCHD