Compare · 3 funds side by side · dividends reinvested

SCHD, SSUS and CGDV

SCHDSchwab×SSUSDay Hagan×CGDVCapital Group×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SSUS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+14.5%+14.6%+18.9%+9.6%−9.0%14.6%$591M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · SSUS 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.7B[…]

CGDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

CGDV

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

24.1%in top 5

SCHD

in top 521.7%

CGDVStockSCHD

6.8%MSFTnot top 5

5.3%NVDAnot top 5

not top 5TXN4.6%

4.6%AVGOnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: SCHD, SSUS, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SSUS0.77%$77

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+13.5%Year to dateJan 1 → Nov 11+34.6%

+15.0%1 yearTotal return+39.3%

+23.9%3 years · per year$10,000 became $19,001 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

1.23%Trailing 12-mo yield$123 · $293 a year on $10k2.93%

−9.7%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD4.3%

not top 5KO4.3%

4.2%METAnot top 5

not top 5AMGN4.1%

3.3%GEnot top 5

Held in common5.8%

End-of-day Nov 11, 2026 · share of each fund

CGDV vs SCHD Returns, Every Period

1Y

Capital GroupCGDV

+15.0%

past year

SCHDSchwab

+39.3%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+13.5%

SCHDSchwab

+34.6%

+13.5%Year to date+34.6%

−9.7%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y11.8%

1.2%Yield2.9%

$38.7BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SCHD, SSUS, CGDV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

CGDV1.23%$123

SSUS0.45%$45

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, SSUS, CGDV

Today

10.0%most shared, SSUS and CGDV

SCHDSSUSCGDV

SCHD—0.0%5.8%

SSUS0.0%—10.0%

CGDV5.8%10.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSUS

+34.6%Year to date+14.5%

2.9%Yield0.4%

+39.3%Past year+14.6%

0.06%Fee0.77%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SCHD, SSUS and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SCHD, SSUS, CGDV