Compare · 3 funds side by side · dividends reinvested

NUDV, CGDV and SCHD

NUDVNuveen×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

NUDV, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Nuveen ESG DividendIncome · Dividend stocks0.26%2.24%+15.8%+20.3%+18.8%+9.2%−6.7%10.9%$56M1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: NUDV 2021 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$15,547

NUDV

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

NUDVMeasureCGDV

+15.8%Year to dateJan 1 → Nov 6+9.6%

+20.3%1 yearTotal return+12.9%

+18.8%3 years · per year$10,000 became $16,785 · $18,840+23.5%

+9.2%5 years · per year$10,000 became $15,547 · […][…]

0.26%Expense ratio$26 · $33 a year on $10k · lower is better0.33%

2.24%Trailing 12-mo yield$224 · $127 a year on $10k1.27%

−6.7%Worst dropSmaller is better−9.7%

10.9%VolatilityLower is calmer13.4%

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

6–1NUDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUDV vs CGDV: Top 5 Holdings

Today

NUDV

12.7%in top 5

CGDV

in top 523.9%

NUDVStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.8%KOnot top 5

2.6%PGnot top 5

2.6%MRKnot top 5

2.4%ABBVnot top 5

2.3%ACNnot top 5

Held in common7.7%

End-of-day Nov 6, 2026 · share of each fund

NUDV vs CGDV Returns, Every Period

NuveenNUDV

+20.3%

past year

CGDVCapital Group

+12.9%

past year

NUDVCGDVFaded: behind in that period

2–1NUDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NUDV vs SCHD

YTD

NuveenNUDV

+15.8%

SCHDSchwab

+31.4%

+15.8%Year to date+31.4%

−6.7%Worst drop · 1Y−6.9%

10.9%Volatility · 1Y11.7%

2.2%Yield3.0%

$56.4MAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUDV, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NUDV0.26%$26

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NUDV, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

NUDV2.24%$224

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

NUDV$224 − $26 = $198

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NUDV, CGDV, SCHD

Today

19.2%most shared, NUDV and SCHD

NUDVCGDVSCHD

NUDV—7.7%19.2%

CGDV7.7%—5.9%

SCHD19.2%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

NUDVWorst drop−6.7%10.9% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDNUDV

+31.4%Year to date+15.8%

3.0%Yield2.2%

+37.0%Past year+20.3%

0.06%Fee0.26%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026