Compare · 3 funds side by side · dividends reinvested

SSO, CGDV and SCHD

SSOProShares×CGDVCapital Group×SCHDSchwab×

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,446SSO · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

SSO, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

ProShares - Ultra S&P500Leveraged · An index0.88%0.71%+16.4%+15.5%+35.5%+14.2%−18.2%27.4%$7.1B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SSO 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

SSO

ProShares - Ultra S&P500 · $7.1B$19,446

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

CGDVMeasure

More Ways to See the Pairs

CGDV vs SSO: Top 5 Holdings

Today

CGDV

24.0%in top 5

SSO

in top 533.8%

CGDVStockSSO

not top 5IQMM18.3%

6.6%MSFT3.8%

5.3%NVDA4.0%

not top 5AAPL5.1%

4.7%AVGO

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 13, 2026 · fee on $10,000 a year

Yields: SSO, CGDV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SSO

+12.3%Year to dateJan 1 → Nov 13+16.4%

+13.2%1 yearTotal return+15.5%

+23.5%3 years · per year$10,000 became $18,844 · $24,898+35.5%

[…]5 years · per year$10,000 became […] · $19,446+14.2%

0.33%Expense ratio$33 · $88 a year on $10k · lower is better0.88%

1.24%Trailing 12-mo yield$124 · $71 a year on $10k0.71%

−9.7%Worst dropSmaller is better−18.2%

13.5%VolatilityLower is calmer27.4%

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

4–3CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.0%METAnot top 5

3.3%ORCLnot top 5

not top 5AMZN2.6%

Held in common26.7%

End-of-day Nov 13, 2026 · share of each fund

CGDV vs SSO Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

SSOProShares

+15.5%

past year

CGDVSSOFaded: behind in that period

0–3SSO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CGDV vs SCHD

YTD

Capital GroupCGDV

+12.3%

SCHDSchwab

+34.9%

+12.3%Year to date+34.9%

−9.7%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y11.7%

1.2%Yield2.9%

$39.0BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

CGDV1.24%$124

SSO0.71%$71

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

CGDV$124 − $33 = $91

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SSO, CGDV, SCHD

Today

26.7%most shared, SSO and CGDV

SSOCGDVSCHD

SSO—26.7%5.5%

CGDV26.7%—5.7%

SCHD5.5%5.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

SSOWorst drop−18.2%27.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSO

+34.9%Year to date+16.4%

2.9%Yield0.7%

+37.5%Past year+15.5%

0.06%Fee0.88%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

SSO, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three