Compare · 3 funds side by side · dividends reinvested

JDIV, CGDV and SCHD

JDIVJ.P. Morgan×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

JDIV, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.3

JPMorgan Dividend Leaders ETFIncome · Dividend stocks0.47%1.73%+4.2%+5.7%[…][…]−9.3%13.1%$13M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JDIV 2024 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Dividend Leaders ETF · $13M[…]

JDIV

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 22.6% in common

JDIVMeasureCGDV

+4.2%Year to dateJan 1 → Nov 5+9.7%

+5.7%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $33 a year on $10k · lower is better0.33%

1.73%Trailing 12-mo yield$173 · $127 a year on $10k1.27%

−9.3%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

JDIV vs CGDV: Top 5 Holdings

Today

JDIV

20.6%in top 5

CGDV

in top 524.4%

JDIVStockCGDV

7.5%MSFT7.0%

2.5%NVDA6.1%

4.9%2330.TWnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

3.0%MAnot top 5

2.7%NEEnot top 5

Held in common22.6%

End-of-day Nov 5, 2026 · share of each fund

JDIV vs CGDV Returns, Every Period

J.P. MorganJDIV

+5.7%

past year

CGDVCapital Group

+13.2%

past year

JDIVCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JDIV vs SCHD

YTD

J.P. MorganJDIV

+4.2%

SCHDSchwab

+32.3%

+4.2%Year to date+32.3%

−9.3%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.7%

1.7%Yield3.0%

$12.9MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDIV, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JDIV0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JDIV, CGDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

JDIV1.73%$173

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

JDIV$173 − $47 = $126

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JDIV, CGDV, SCHD

Today

22.6%most shared, JDIV and CGDV

JDIVCGDVSCHD

JDIV—22.6%5.2%

CGDV22.6%—5.8%

SCHD5.2%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JDIVWorst drop−9.3%13.1% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+32.3%Year to date+9.7%

3.0%Yield1.3%

+38.7%Past year+13.2%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026