Compare · 3 funds side by side · dividends reinvested

SSK, SCHD and CGDV

SSKRexshares×SCHDSchwab×CGDVCapital Group×

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

02 / 04

SSK, SCHD 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%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.0

ETF Opportunities Trust - REX-Osprey SOL + Staking ETFUnsorted0.75%24.83%−24.7%−38.3%[…][…]−61.1%69.2%$84M2.7

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: SSK 2025 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ETF Opportunities Trust - REX-Osprey SOL + Staking ETF · $84M[…]

SSK

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

SSKMeasureSCHD

−24.7%Year to dateJan 1 → Nov 5+32.3%

−38.3%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

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

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

24.83%Trailing 12-mo yield$2,483 · $298 a year on $10k2.98%

−61.1%Worst dropSmaller is better−6.9%

69.2%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

SSK vs SCHD: Top 5 Holdings

Today

SSK

[…]in top 5

SCHD

in top 521.7%

SSKStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

SSK vs SCHD Returns, Every Period

RexsharesSSK

−38.3%

past year

SCHDSchwab

+38.7%

past year

SSKSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: SSK vs SCHD

YTD

RexsharesSSK

−24.7%

SCHDSchwab

+32.3%

−24.7%Year to date+32.3%

−61.1%Worst drop · 1Y−6.9%

69.2%Volatility · 1Y11.7%

24.8%Yield3.0%

$83.7MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SSK, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SSK0.75%$75

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

Yields: SSK, SCHD, CGDV

24.83%highest, SSK

FundTrailing yieldYield$10k

SSK24.83%$2,483

SCHD2.98%$298

CGDV1.27%$127

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

Income After Fees on $10,000

$2,408most kept, SSK

SSK$2,483 − $75 = $2,408

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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

Overlap: SSK, SCHD, CGDV

Today

5.8%most shared, SCHD and CGDV

SSKSCHDCGDV

SSK—[…][…]

SCHD[…]—5.8%

CGDV[…]5.8%—

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

SSKWorst drop−61.1%69.2% vol

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

Paid More vs Made More

YTD

SSKSCHD

−24.7%Year to date+32.3%

24.8%Yield3.0%

−38.3%Past year+38.7%

0.75%Fee0.06%

3–1SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026