Compare · 3 funds side by side · dividends reinvested

SSO, CGDV and SCHD

SSOProShares×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,267SSO · best of the three

02 / 04

SSO, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.1

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$7.0B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SSO 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $7.0B$19,267

SSO

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

SSOMeasureCGDV

+10.9%Year to dateJan 1 → Nov 6+9.6%

+11.8%1 yearTotal return+12.9%

+36.3%3 years · per year$10,000 became $25,327 · $18,840+23.5%

+14.0%5 years · per year$10,000 became $19,267 · […][…]

0.88%Expense ratio$88 · $33 a year on $10k · lower is better0.33%

0.75%Trailing 12-mo yield$75 · $127 a year on $10k1.27%

−18.2%Worst dropSmaller is better−9.7%

27.1%VolatilityLower is calmer13.4%

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

2–5CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSO vs CGDV: Top 5 Holdings

Today

SSO

36.0%in top 5

CGDV

in top 523.9%

SSOStockCGDV

19.0%IQMMnot top 5

4.2%MSFT7.0%

4.7%NVDA5.7%

5.4%AAPLnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.7%AMZNnot top 5

Held in common28.1%

End-of-day Nov 6, 2026 · share of each fund

SSO vs CGDV Returns, Every Period

ProSharesSSO

+11.8%

past year

CGDVCapital Group

+12.9%

past year

SSOCGDVFaded: behind in that period

2–1SSO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SSO vs SCHD

YTD

ProSharesSSO

+10.9%

SCHDSchwab

+31.4%

+10.9%Year to date+31.4%

−18.2%Worst drop · 1Y−6.9%

27.1%Volatility · 1Y11.7%

0.7%Yield3.0%

$7.0BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSO, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SSO0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SSO, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CGDV1.27%$127

SSO0.75%$75

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SSO, CGDV, SCHD

Today

28.1%most shared, SSO and CGDV

SSOCGDVSCHD

SSO—28.1%5.8%

CGDV28.1%—5.9%

SCHD5.8%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

SSOWorst drop−18.2%27.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSO

+31.4%Year to date+10.9%

3.0%Yield0.7%

+37.0%Past year+11.8%

0.06%Fee0.88%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026