Compare · 3 funds side by side · dividends reinvested

SCHD, TIZE and CGDV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCHD, TIZE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.9

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · TIZE 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.0B[…]

CGDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

CGDVMeasureSCHD

+9.7%Year to dateJan 1 → Nov 5+32.3%

+13.2%1 yearTotal return+38.7%

+24.0%3 years · per year$10,000 became $19,064 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.27%Trailing 12-mo yield$127 · $298 a year on $10k2.98%

−9.7%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

24.4%in top 5

SCHD

in top 521.7%

CGDVStockSCHD

7.0%MSFTnot top 5

6.1%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

4.3%AVGOnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

3.8%METAnot top 5

3.2%RTXnot top 5

Held in common5.8%

End-of-day Nov 5, 2026 · share of each fund

CGDV vs SCHD Returns, Every Period

Capital GroupCGDV

+13.2%

past year

SCHDSchwab

+38.7%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+9.7%

SCHDSchwab

+32.3%

+9.7%Year to date+32.3%

−9.7%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$39.0BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, TIZE, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, TIZE, CGDV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

CGDV1.27%$127

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, TIZE, CGDV

Today

5.8%most shared, SCHD and CGDV

SCHDTIZECGDV

SCHD—[…]5.8%

TIZE[…]—[…]

CGDV5.8%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+32.3%Year to date+9.7%

3.0%Yield1.3%

+38.7%Past year+13.2%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026