Compare · 3 funds side by side · dividends reinvested

SDMF, SCHD and CGDV

SDMFSimplify×SCHDSchwab×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SDMF, SCHD and CGDV, 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%$122B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.0

Simplify DBi CTA Managed Futures Index ETFUnsorted0.21%0.77%[…][…][…][…][…][…]$51M2.5

Rank among the three1st → 3rdFee, 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: SDMF 2026 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Simplify DBi CTA Managed Futures Index ETF · $51M[…]

SDMF

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

SDMFMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.77%Trailing 12-mo yield$77 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

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

More Ways to See the Pairs

SDMF vs SCHD: Top 5 Holdings

Today

SDMF

-28.8%in top 5

SCHD

in top 521.4%

SDMFStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

-28.8%SBILnot top 5

Held in common[…]

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

SDMF vs SCHD Returns, Every Period

SimplifySDMF

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

SDMFSCHDFaded: behind in that period

0–0Level

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

Unsorted vs Income: SDMF vs SCHD

YTD

SimplifySDMF

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.8%Yield3.0%

$50.6MAssets$122B

1–0SCHD wins

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

Cost, Income and Risk

Fees: SDMF, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDMF0.21%$21

CGDV0.33%$33

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

Yields: SDMF, SCHD, CGDV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CGDV1.24%$124

SDMF0.77%$77

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

SDMF$77 − $21 = $56

KeptFee

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

Overlap: SDMF, SCHD, CGDV

Today

5.8%most shared, SCHD and CGDV

SDMFSCHDCGDV

SDMF—[…][…]

SCHD[…]—5.8%

CGDV[…]5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

SDMFWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCGDV

+33.2%Year to date+12.1%

3.0%Yield1.2%

+39.1%Past year+16.1%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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