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$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 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%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+13.1%+14.7%+18.4%+9.5%−9.0%14.6%$593M2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · SSUS 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $593M$15,738

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHD

More Ways to See the Pairs

SCHD vs SSUS: Top 5 Holdings

Today

SCHD

21.4%in top 5

SSUS

in top 573.4%

SCHDStockSSUS

not top 5XLK32.2%

not top 5XLF11.0%

not top 5XLI10.8%

not top 5XLV10.1%

not top 5XLY9.3%

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SSUS

+33.8%Year to dateJan 1 → Nov 10+13.1%

+38.8%1 yearTotal return+14.7%

+19.5%3 years · per year$10,000 became $17,062 · $16,610+18.4%

+10.4%5 years · per year$10,000 became $16,428 · $15,738+9.5%

0.06%Expense ratio$6 · $77 a year on $10k · lower is better0.77%

2.94%Trailing 12-mo yield$294 · $46 a year on $10k0.46%

−6.9%Worst dropSmaller is better−9.0%

11.8%VolatilityLower is calmer14.6%

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

8–0SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs SSUS Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SSUSDay Hagan

+9.5%

5 years, per year

SCHDSSUSFaded: behind in that period

4–0SCHD wins

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

SCHD vs CGDV

YTD

SchwabSCHD

+33.8%

CGDVCapital Group

+12.1%

+33.8%Year to date+12.1%

−6.9%Worst drop · 1Y−9.7%

11.8%Volatility · 1Y13.5%

2.9%Yield1.2%

$123BAssets$38.8B

4–0SCHD wins

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

Yields: SCHD, SSUS, CGDV

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CGDV1.24%$124

SSUS0.46%$46

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: SCHD, SSUS, CGDV

Today

10.1%most shared, SSUS and CGDV

SCHDSSUSCGDV

SCHD—0.0%5.7%

SSUS0.0%—10.1%

CGDV5.7%10.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSUS

+33.8%Year to date+13.1%

2.9%Yield0.5%

+38.8%Past year+14.7%

0.06%Fee0.77%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 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