Compare · 4 funds side by side · dividends reinvested

OSSL, CGDV, SCHD and VIG

OSSLDefiance×CGDVCapital Group×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

OSSL, CGDV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.7

Tidal Trust II - Defiance Daily Target 2x Long OSS ETFSingle-Stock Leverage1.31%0.00%[…][…][…][…][…][…]$78K4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: OSSL 2026 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust II - Defiance Daily Target 2x Long OSS ETF · $78K[…]

OSSL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested

OSSLMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.1%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,118+19.6%

[…]5 years · per year$10,000 became […] · $16,454+10.5%

1.31%Expense ratio$131 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSSL vs SCHD: Top 5 Holdings

Today

OSSL

[…]in top 5

SCHD

in top 521.4%

OSSLStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

OSSL vs SCHD Returns, Every Period

DefianceOSSL

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

OSSLSCHDFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: OSSL vs SCHD

YTD

DefianceOSSL

[…]

SCHDSchwab

+33.1%

[…]Year to date+33.1%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.0%Yield3.0%

$78KAssets$120B

1–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSSL, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

OSSL1.31%$131

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSSL, CGDV, SCHD, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

OSSL0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

OSSL$0 − $131 = −$131

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSSL, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

OSSLCGDVSCHDVIG

OSSL—[…][…][…]

CGDV[…]—5.9%29.4%

SCHD[…]5.9%—14.5%

VIG[…]29.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.6% vol

OSSLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.1%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026