Compare · 3 funds side by side · dividends reinvested

TIZE, SCHD and CGDV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

TIZE, SCHD and CGDV, 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%$123B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.9

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: TIZE 2021 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureTIZE

+35.3%Year to dateJan 1 → Nov 4[…]

+41.6%1 yearTotal return[…]

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

2.91%Trailing 12-mo yield$291 · $76 a year on $10k0.76%

−6.9%Worst dropSmaller is better[…]

11.5%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs TIZE: Top 5 Holdings

Today

SCHD

21.6%in top 5

TIZE

in top 5[…]

SCHDStockTIZE

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHD vs TIZE Returns, Every Period

SchwabSCHD

+41.6%

past year

TIZETCW

[…]

past year

Returns […]

SCHDTIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHD vs CGDV

YTD

SchwabSCHD

+35.3%

CGDVCapital Group

+14.6%

+35.3%Year to date+14.6%

−6.9%Worst drop · 1Y−9.7%

11.5%Volatility · 1Y12.6%

2.9%Yield1.2%

$123BAssets$39.0B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TIZE, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TIZE, SCHD, CGDV

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CGDV1.22%$122

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TIZE, SCHD, CGDV

Today

5.7%most shared, SCHD and CGDV

TIZESCHDCGDV

TIZE—[…][…]

SCHD[…]—5.7%

CGDV[…]5.7%—

End-of-day Nov 4, 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

CGDVWorst drop−9.7%12.6% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+35.3%Year to date+14.6%

2.9%Yield1.2%

+41.6%Past year+17.5%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026