Compare · 4 funds side by side · dividends reinvested

RNTY, CGDV, VIG and SCHD

RNTYYieldMax×CGDVCapital Group×VIGVanguard×SCHDSchwab×

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

02 / 04

RNTY, CGDV, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

YieldMax Target 12 Real Estate Option Income ETFIncome · Dividend stocks0.99%12.35%+8.9%+10.4%[…][…]−7.9%11.4%$5M2.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.1

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: RNTY 2025 · CGDV 2022 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Target 12 Real Estate Option Income ETF · $5M[…]

RNTY

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

RNTYMeasureCGDV

+8.9%Year to dateJan 1 → Nov 9+12.1%

+10.4%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $18,934+23.7%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $33 a year on $10k · lower is better0.33%

12.35%Trailing 12-mo yield$1,235 · $124 a year on $10k1.24%

−7.9%Worst dropSmaller is better−9.7%

11.4%VolatilityLower is calmer13.5%

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

3–3Level

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

More Ways to See the Pairs

RNTY vs CGDV: Top 5 Holdings

Today

RNTY

30.9%in top 5

CGDV

in top 524.2%

RNTYStockCGDV

not top 5MSFT6.9%

6.9%WELLnot top 5

6.6%EQRnot top 5

6.2%PLDnot top 5

not top 5NVDA5.9%

5.7%SPGnot top 5

5.6%DLRnot top 5

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common0.9%

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

RNTY vs CGDV Returns, Every Period

YieldMaxRNTY

+10.4%

past year

CGDVCapital Group

+16.1%

past year

RNTYCGDVFaded: behind in that period

0–2CGDV wins

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

RNTY vs SCHD

YTD

YieldMaxRNTY

+8.9%

SCHDSchwab

+33.2%

+8.9%Year to date+33.2%

−7.9%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.8%

12.3%Yield3.0%

$4.7MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: RNTY, CGDV, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

RNTY0.99%$99

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

Yields: RNTY, CGDV, VIG, SCHD

12.35%highest, RNTY

FundTrailing yieldYield$10k

RNTY12.35%$1,235

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$1,136most kept, RNTY

RNTY$1,235 − $99 = $1,136

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: RNTY, CGDV, VIG, SCHD

Today

29.4%most shared, CGDV and VIG

RNTYCGDVVIGSCHD

RNTY—0.9%0.1%0.0%

CGDV0.9%—29.4%5.8%

VIG0.1%29.4%—14.5%

SCHD0.0%5.8%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

RNTYWorst drop−7.9%11.4% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

RNTYSCHD

+8.9%Year to date+33.2%

12.3%Yield3.0%

+10.4%Past year+39.1%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%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