Compare · 3 funds side by side · dividends reinvested

PFM, CGDV and SCHD

PFMInvesco×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,356PFM · best of the three

02 / 04

PFM, 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

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.31%+12.6%+14.8%+18.5%+10.3%−7.1%10.1%$830M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

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: PFM 2005 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $830M$16,356

PFM

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

PFMMeasureCGDV

+12.6%Year to dateJan 1 → Nov 6+9.6%

+14.8%1 yearTotal return+12.9%

+18.5%3 years · per year$10,000 became $16,650 · $18,840+23.5%

+10.3%5 years · per year$10,000 became $16,356 · […][…]

0.52%Expense ratio$52 · $33 a year on $10k · lower is better0.33%

1.31%Trailing 12-mo yield$131 · $127 a year on $10k1.27%

−7.1%Worst dropSmaller is better−9.7%

10.1%VolatilityLower is calmer13.4%

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

5–2PFM wins

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

More Ways to See the Pairs

PFM vs CGDV: Top 5 Holdings

Today

PFM

19.7%in top 5

CGDV

in top 523.9%

PFMStockCGDV

4.2%MSFT7.0%

not top 5NVDA5.7%

4.5%LLYnot top 5

4.3%AAPLnot top 5

not top 5AVGO4.0%

not top 5META3.9%

3.6%WMTnot top 5

not top 5RTX3.2%

3.2%JPMnot top 5

Held in common29.9%

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

PFM vs CGDV Returns, Every Period

InvescoPFM

+14.8%

past year

CGDVCapital Group

+12.9%

past year

PFMCGDVFaded: behind in that period

2–1PFM wins

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

PFM vs SCHD

YTD

InvescoPFM

+12.6%

SCHDSchwab

+31.4%

+12.6%Year to date+31.4%

−7.1%Worst drop · 1Y−6.9%

10.1%Volatility · 1Y11.7%

1.3%Yield3.0%

$830MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PFM, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

PFM0.52%$52

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

Yields: PFM, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

PFM1.31%$131

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

CGDV$127 − $33 = $94

PFM$131 − $52 = $79

KeptFee

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

Overlap: PFM, CGDV, SCHD

Today

29.9%most shared, PFM and CGDV

PFMCGDVSCHD

PFM—29.9%17.4%

CGDV29.9%—5.9%

SCHD17.4%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

PFMWorst drop−7.1%10.1% 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

SCHDPFM

+31.4%Year to date+12.6%

3.0%Yield1.3%

+37.0%Past year+14.8%

0.06%Fee0.52%

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