Compare · 4 funds side by side · dividends reinvested

VYM, TIZE, SCHD and CGDV

VYMVanguard×TIZETCW×SCHDSchwab×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

VYM, TIZE, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, 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: VYM 2006 · TIZE 2021 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

SCHDMeasureCGDV

+31.4%Year to dateJan 1 → Nov 6+9.6%

+37.0%1 yearTotal return+12.9%

+20.0%3 years · per year$10,000 became $17,266 · $18,840+23.5%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

3.00%Trailing 12-mo yield$300 · $127 a year on $10k1.27%

−6.9%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer13.4%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs CGDV: Top 5 Holdings

Today

SCHD

21.4%in top 5

CGDV

in top 523.9%

SCHDStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common5.9%

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

SCHD vs CGDV Returns, Every Period

SchwabSCHD

+37.0%

past year

CGDVCapital Group

+12.9%

past year

SCHDCGDVFaded: behind in that period

2–1SCHD wins

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

SCHD vs VYM

YTD

SchwabSCHD

+31.4%

VYMVanguard

+12.8%

+31.4%Year to date+12.8%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y10.6%

3.0%Yield2.3%

$120BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: VYM, TIZE, SCHD, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

TIZE0.40%$40

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

Yields: VYM, TIZE, SCHD, CGDV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

CGDV1.27%$127

TIZE0.76%$76

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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

Overlap: VYM, TIZE, SCHD, CGDV

Today

22.8%most shared, VYM and CGDV

VYMTIZESCHDCGDV

VYM—[…]21.9%22.8%

TIZE[…]—[…][…]

SCHD21.9%[…]—5.9%

CGDV22.8%[…]5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDVYM

+31.4%Year to date+12.8%

3.0%Yield2.3%

+37.0%Past year+16.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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