Compare · 3 funds side by side · dividends reinvested

SDOG, CGDV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,907SDOG · best of the three

02 / 04

SDOG, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.30%+26.3%+31.3%+22.9%+11.7%−7.3%11.9%$1.5B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SDOG 2012 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Sector Dividend Dogs ETF · $1.5B$16,907

SDOG

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SDOGMeasureCGDV

+26.3%Year to dateJan 1 → Nov 5+14.6%

+31.3%1 yearTotal return+17.5%

+22.9%3 years · per year$10,000 became $18,542 · $20,044+26.1%

+11.7%5 years · per year$10,000 became $17,367 · […][…]

0.36%Expense ratio$36 · $33 a year on $10k · lower is better0.33%

3.30%Trailing 12-mo yield$330 · $122 a year on $10k1.22%

−7.3%Worst dropSmaller is better−9.7%

11.9%VolatilityLower is calmer12.6%

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

5–2SDOG wins

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

More Ways to See the Pairs

SDOG vs CGDV: Top 5 Holdings

Today

SDOG

11.9%in top 5

CGDV

in top 524.4%

SDOGStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.8%ACNnot top 5

2.3%TXNnot top 5

2.3%AMCRnot top 5

2.3%ABBVnot top 5

2.3%UPSnot top 5

Held in common8.5%

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

SDOG vs CGDV Returns, Every Period

ALPSSDOG

+31.3%

past year

CGDVCapital Group

+17.5%

past year

SDOGCGDVFaded: behind in that period

2–1SDOG wins

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

SDOG vs SCHD

YTD

ALPSSDOG

+26.3%

SCHDSchwab

+35.3%

+26.3%Year to date+35.3%

−7.3%Worst drop · 1Y−6.9%

11.9%Volatility · 1Y11.5%

3.3%Yield2.9%

$1.5BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SDOG, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SDOG0.36%$36

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

Yields: SDOG, CGDV, SCHD

3.30%highest, SDOG

FundTrailing yieldYield$10k

SDOG3.30%$330

SCHD2.91%$291

CGDV1.22%$122

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

Income After Fees on $10,000

$294most kept, SDOG

SDOG$330 − $36 = $294

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SDOG, CGDV, SCHD

Today

33.1%most shared, SDOG and SCHD

SDOGCGDVSCHD

SDOG—8.5%33.1%

CGDV8.5%—5.8%

SCHD33.1%5.8%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SDOGWorst drop−7.3%11.9% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

SDOGSCHD

+26.3%Year to date+35.3%

3.3%Yield2.9%

+31.3%Past year+41.6%

0.36%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026