Compare · 2 funds side by side · dividends reinvested

SCHY and CGDV

SCHYSchwab×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,719SCHY · best of the two

02 / 04

SCHY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab International Dividend Equity ETFIncome · Dividend stocks0.08%3.57%+13.3%+20.8%+19.5%+9.5%−9.1%12.3%$2.7B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHY 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab International Dividend Equity ETF · $2.7B$15,719

SCHY

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

SCHYMeasureCGDV

+13.3%Year to dateJan 1 → Nov 4+13.0%

+20.8%1 yearTotal return+16.1%

+19.5%3 years · per year$10,000 became $17,064 · $19,988+26.0%

+9.5%5 years · per year$10,000 became $15,719 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

3.57%Trailing 12-mo yield$357 · $123 a year on $10k1.23%

−9.1%Worst dropSmaller is better−9.7%

12.3%VolatilityLower is calmer12.6%

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

6–1SCHY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHY vs CGDV: Top 5 Holdings

Today

SCHY

21.3%in top 5

CGDV

in top 524.1%

SCHYStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

4.5%ROP.SWnot top 5

4.4%BATS.Lnot top 5

not top 5AVGO4.3%

4.3%ENI.MInot top 5

4.1%DHL.DEnot top 5

4.1%TTE.PAnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common2.5%

End-of-day Nov 4, 2026 · share of each fund

SCHY vs CGDV Returns, Every Period

SchwabSCHY

+20.8%

past year

CGDVCapital Group

+16.1%

past year

SCHYCGDVFaded: behind in that period

2–1SCHY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHY vs CGDV

YTD

SchwabSCHY

+13.3%

CGDVCapital Group

+13.0%

+13.3%Year to date+13.0%

−9.1%Worst drop · 1Y−9.7%

12.3%Volatility · 1Y12.6%

3.6%Yield1.2%

$2.7BAssets$38.8B

4–0SCHY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHY, CGDV

Today

0.08%lowest, SCHY

FundExpense ratioFee$10k

SCHY0.08%$8

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHY, CGDV

3.57%highest, SCHY

FundTrailing yieldYield$10k

SCHY3.57%$357

CGDV1.23%$123

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$349most kept, SCHY

SCHY$357 − $8 = $349

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHY, CGDV

Today

2.5%most shared, SCHY and CGDV

SCHYCGDV

SCHY—2.5%

CGDV2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.8%SCHY, at 12.3% volatility

SCHYWorst drop−9.1%12.3% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHYCGDV

+13.3%Year to date+13.0%

3.6%Yield1.2%

+20.8%Past year+16.1%

0.08%Fee0.33%

4–0SCHY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026