Compare · 3 funds side by side · dividends reinvested

MDPL, CGDV and SCHD

MDPLMonarch×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

MDPL, 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

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+15.4%+21.9%[…][…]−12.4%17.4%$62M2.5

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: MDPL 2024 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

MDPLMeasureCGDV

+15.4%Year to dateJan 1 → Nov 5+9.7%

+21.9%1 yearTotal return+13.2%

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

[…]5 years · per year[…]

1.19%Expense ratio$119 · $33 a year on $10k · lower is better0.33%

1.33%Trailing 12-mo yield$133 · $127 a year on $10k1.27%

−12.4%Worst dropSmaller is better−9.7%

17.4%VolatilityLower is calmer13.4%

MDPLCGDV 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

MDPL vs CGDV: Top 5 Holdings

Today

MDPL

18.3%in top 5

CGDV

in top 524.4%

MDPLStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

3.8%BAHnot top 5

3.7%HLNEnot top 5

3.7%ACNnot top 5

3.6%HRBnot top 5

3.6%CMCSAnot top 5

not top 5RTX3.2%

Held in common3.1%

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

MDPL vs CGDV Returns, Every Period

MonarchMDPL

+21.9%

past year

CGDVCapital Group

+13.2%

past year

MDPLCGDVFaded: behind in that period

2–0MDPL wins

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

MDPL vs SCHD

YTD

MonarchMDPL

+15.4%

SCHDSchwab

+32.3%

+15.4%Year to date+32.3%

−12.4%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$61.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MDPL, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

MDPL1.19%$119

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

Yields: MDPL, CGDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MDPL1.33%$133

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

CGDV$127 − $33 = $94

MDPL$133 − $119 = $14

KeptFee

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

Overlap: MDPL, CGDV, SCHD

Today

5.9%most shared, MDPL and SCHD

MDPLCGDVSCHD

MDPL—3.1%5.9%

CGDV3.1%—5.8%

SCHD5.9%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

CGDVWorst drop−9.7%13.4% vol

MDPLWorst drop−12.4%17.4% vol

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

Paid More vs Made More

YTD

SCHDMDPL

+32.3%Year to date+15.4%

3.0%Yield1.3%

+38.7%Past year+21.9%

0.06%Fee1.19%

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