Compare · 3 funds side by side · dividends reinvested

VUS, CGDV and SCHD

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

02 / 04

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

Virtus U.S. Dividend ETFIncome · Dividend stocks0.25%2.42%+14.7%[…][…][…][…][…]$17M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$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 5, 2026 · returns include dividends · since: VUS 2025 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus U.S. Dividend ETF · $17M[…]

VUS

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

VUSMeasureCGDV

+14.7%Year to dateJan 1 → Nov 5+9.7%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $33 a year on $10k · lower is better0.33%

2.42%Trailing 12-mo yield$242 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

3–0VUS wins

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

More Ways to See the Pairs

VUS vs CGDV: Top 5 Holdings

Today

VUS

22.9%in top 5

CGDV

in top 524.4%

VUSStockCGDV

5.2%MSFT7.0%

7.0%AAPLnot top 5

5.4%NVDA6.1%

3.0%AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.3%AMZNnot top 5

Held in common30.8%

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

VUS vs CGDV Returns, Every Period

VirtusVUS

[…]

past year

CGDVCapital Group

+13.2%

past year

VUSCGDVFaded: behind in that period

1–0VUS wins

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

VUS vs SCHD

YTD

VirtusVUS

+14.7%

SCHDSchwab

+32.3%

+14.7%Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

2.4%Yield3.0%

$16.9MAssets$123B

2–0SCHD wins

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

Cost, Income and Risk

Fees: VUS, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VUS0.25%$25

CGDV0.33%$33

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

Yields: VUS, CGDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VUS2.42%$242

CGDV1.27%$127

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUS$242 − $25 = $217

CGDV$127 − $33 = $94

KeptFee

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

Overlap: VUS, CGDV, SCHD

Today

30.8%most shared, VUS and CGDV

VUSCGDVSCHD

VUS—30.8%11.9%

CGDV30.8%—5.8%

SCHD11.9%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

VUSWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDVUS

+32.3%Year to date+14.7%

3.0%Yield2.4%

+38.7%Past year[…]

0.06%Fee0.25%

3–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026