Compare · 3 funds side by side · dividends reinvested

TSPY, CGDV and SCHD

TSPYTappAlpha×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

TSPY, 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%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

TappAlpha SPY Growth & Daily Income ETFIncome · Dividend stocks0.68%14.83%+7.1%+8.5%[…][…]−9.6%13.3%$410M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: TSPY 2024 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

TappAlpha SPY Growth & Daily Income ETF · $410M[…]

TSPY

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 37.0% in common

TSPYMeasureCGDV

+7.1%Year to dateJan 1 → Nov 6+9.6%

+8.5%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

14.83%Trailing 12-mo yield$1,483 · $127 a year on $10k1.27%

−9.6%Worst dropSmaller is better−9.7%

13.3%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

TSPY vs CGDV: Top 5 Holdings

Today

TSPY

27.6%in top 5

CGDV

in top 523.9%

TSPYStockCGDV

7.9%AAPLnot top 5

6.2%MSFT7.0%

6.9%NVDA5.7%

not top 5AVGO4.0%

4.0%AMZNnot top 5

not top 5META3.9%

not top 5RTX3.2%

2.6%GOOGLnot top 5

Held in common37.0%

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

TSPY vs CGDV Returns, Every Period

TappAlphaTSPY

+8.5%

past year

CGDVCapital Group

+12.9%

past year

TSPYCGDVFaded: behind in that period

0–2CGDV wins

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

TSPY vs SCHD

YTD

TappAlphaTSPY

+7.1%

SCHDSchwab

+31.4%

+7.1%Year to date+31.4%

−9.6%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.7%

14.8%Yield3.0%

$410MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: TSPY, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

TSPY0.68%$68

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

Yields: TSPY, CGDV, SCHD

14.83%highest, TSPY

FundTrailing yieldYield$10k

TSPY14.83%$1,483

SCHD3.00%$300

CGDV1.27%$127

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

Income After Fees on $10,000

$1,415most kept, TSPY

TSPY$1,483 − $68 = $1,415

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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

Overlap: TSPY, CGDV, SCHD

Today

37.0%most shared, TSPY and CGDV

TSPYCGDVSCHD

TSPY—37.0%8.6%

CGDV37.0%—5.9%

SCHD8.6%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

TSPYWorst drop−9.6%13.3% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

TSPYSCHD

+7.1%Year to date+31.4%

14.8%Yield3.0%

+8.5%Past year+37.0%

0.68%Fee0.06%

3–1SCHD 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