Compare · 3 funds side by side · dividends reinvested

MDIV, CGDV and SCHD

MDIVFirst Trust×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 incomeMDIV · 7.51% · $751 a year on $10k

Story of the three · RiskSmallest drop

MDIV, 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%$123B1.5

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.51%+8.9%+10.1%+9.9%+5.9%−6.1%6.9%$417M2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.3

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: MDIV 2012 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Multi-Asset Diversified Income Index Fund · $417M$13,350

MDIV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

MDIV

More Ways to See the Pairs

MDIV vs CGDV: Top 5 Holdings

Today

MDIV

25.9%in top 5

CGDV

in top 524.3%

MDIVStockCGDV

20.5%HYLSnot top 5

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META

Cost, Income and Risk

Fees: MDIV, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

MDIV0.83%$83

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

+8.9%Year to dateJan 1 → Nov 10+12.1%

+10.1%1 yearTotal return+15.4%

+9.9%3 years · per year$10,000 became $13,284 · $18,754+23.3%

+5.9%5 years · per year$10,000 became $13,350 · […][…]

0.83%Expense ratio$83 · $33 a year on $10k · lower is better0.33%

7.51%Trailing 12-mo yield$751 · $124 a year on $10k1.24%

−6.1%Worst dropSmaller is better−9.7%

6.9%VolatilityLower is calmer13.5%

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

3–4CGDV wins

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

4.2%

not top 5GE3.2%

1.4%AGNCnot top 5

1.4%NLYnot top 5

1.3%RITMnot top 5

1.3%ARRnot top 5

Held in common0.7%

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

MDIV vs CGDV Returns, Every Period

1Y

First TrustMDIV

+10.1%

past year

CGDVCapital Group

+15.4%

past year

MDIVCGDVFaded: behind in that period

0–3CGDV wins

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

MDIV vs SCHD

YTD

First TrustMDIV

+8.9%

SCHDSchwab

+33.8%

+8.9%Year to date+33.8%

−6.1%Worst drop · 1Y−6.9%

6.9%Volatility · 1Y11.8%

7.5%Yield2.9%

$417MAssets$123B

3–1MDIV wins

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

Yields: MDIV, CGDV, SCHD

1Y

7.51%highest, MDIV

FundTrailing yieldYield$10k

MDIV7.51%$751

SCHD2.94%$294

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$668most kept, MDIV

MDIV$751 − $83 = $668

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

KeptFee

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

Overlap: MDIV, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

MDIVCGDVSCHD

MDIV—0.7%5.0%

CGDV0.7%—5.7%

SCHD5.0%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

MDIVWorst drop−6.1%6.9% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

MDIVSCHD

+8.9%Year to date+33.8%

7.5%Yield2.9%

+10.1%Past year+38.8%

0.83%Fee0.06%

3–1SCHD 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

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MDIV, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MDIV, CGDV, SCHD