Compare · 4 funds side by side · dividends reinvested

VYM, SSUS, CGDV and SCHD

VYMVanguard×SSUSDay Hagan×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

VYM, SSUS, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.0

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$577M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VYM 2006 · SSUS 2020 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $577M$15,797

SSUS

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SSUSMeasureVYM

+13.6%Year to dateJan 1 → Nov 9+15.4%

+15.4%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,779 · $17,150+19.7%

+9.6%5 years · per year$10,000 became $15,797 · $17,254+11.5%

0.77%Expense ratio$77 · $4 a year on $10k · lower is better0.04%

0.45%Trailing 12-mo yield$45 · $226 a year on $10k2.26%

−9.0%Worst dropSmaller is better−6.7%

14.6%VolatilityLower is calmer10.8%

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

0–8VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSUS vs VYM: Top 5 Holdings

Today

SSUS

73.1%in top 5

VYM

in top 518.2%

SSUSStockVYM

31.9%XLKnot top 5

11.1%XLFnot top 5

10.7%XLInot top 5

10.1%XLVnot top 5

9.2%XLYnot top 5

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SSUS vs VYM Returns, Every Period

Day HaganSSUS

+9.6%

5 years, per year

VYMVanguard

+11.5%

5 years, per year

SSUSVYMFaded: behind in that period

0–4VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs SCHD

YTD

Day HaganSSUS

+13.6%

SCHDSchwab

+33.2%

+13.6%Year to date+33.2%

−9.0%Worst drop · 1Y−6.9%

14.6%Volatility · 1Y11.8%

0.5%Yield3.0%

$577MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, SSUS, CGDV, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SSUS0.77%$77

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VYM, SSUS, CGDV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

CGDV1.24%$124

SSUS0.45%$45

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VYM, SSUS, CGDV, SCHD

Today

22.8%most shared, VYM and CGDV

VYMSSUSCGDVSCHD

VYM—0.0%22.8%21.9%

SSUS0.0%—10.5%0.0%

CGDV22.8%10.5%—5.8%

SCHD21.9%0.0%5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+33.2%Year to date+15.4%

3.0%Yield2.3%

+39.1%Past year+19.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026