Compare · 4 funds side by side · dividends reinvested

OSSL, SCHD, CGDV and DGRO

OSSLDefiance×SCHDSchwab×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

02 / 04

OSSL, SCHD, CGDV and DGRO, 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%$122B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$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 10, 2026 · returns include dividends · since: OSSL 2026 · SCHD 2011 · CGDV 2022 · DGRO 2014

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 · $122B$16,428

$10,000 five years ago, dividends reinvested

OSSLMeasureSCHD

[…]Year to dateJan 1 → Nov 10+33.8%

[…]1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

0.00%Trailing 12-mo yield$0 · $294 a year on $10k2.94%

[…]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 10, 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 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

OSSL vs SCHD Returns, Every Period

DefianceOSSL

[…]

past year

SCHDSchwab

+38.8%

past year

Returns […]

OSSLSCHDFaded: behind in that period

0–0Level

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

Single-Stock Leverage vs Income: OSSL vs SCHD

YTD

DefianceOSSL

[…]

SCHDSchwab

+33.8%

[…]Year to date+33.8%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.0%Yield2.9%

$78KAssets$122B

1–0SCHD wins

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

Cost, Income and Risk

Fees: OSSL, SCHD, CGDV, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

OSSL1.31%$131

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

Yields: OSSL, SCHD, CGDV, DGRO

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

DGRO1.83%$183

CGDV1.24%$124

OSSL0.00%$0

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

Income After Fees on $10,000

$288most kept, SCHD

SCHD$294 − $6 = $288

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

OSSL$0 − $131 = −$131

KeptFee

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

Overlap: OSSL, SCHD, CGDV, DGRO

Today

28.0%most shared, CGDV and DGRO

OSSLSCHDCGDVDGRO

OSSL—[…][…][…]

SCHD[…]—5.7%21.2%

CGDV[…]5.7%—28.0%

DGRO[…]21.2%28.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.8%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

OSSLWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDDGRO

+33.8%Year to date+19.1%

2.9%Yield1.8%

+38.8%Past year+22.8%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026