Compare · 3 funds side by side · dividends reinvested

XLC, 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

XLC, 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%$120B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.1

State Street Communication Services Select Sector SPDR ETFSectors · Communication0.08%1.32%−10.6%−6.4%+18.6%+6.6%−16.1%16.7%$21.9B2.6

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: XLC 2018 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Communication Services Select Sector SPDR ETF · $21.9B$13,742

XLC

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

XLCMeasureCGDV

−10.6%Year to dateJan 1 → Nov 5+9.7%

−6.4%1 yearTotal return+13.2%

+18.6%3 years · per year$10,000 became $16,692 · $19,064+24.0%

+6.6%5 years · per year$10,000 became $13,742 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.32%Trailing 12-mo yield$132 · $127 a year on $10k1.27%

−16.1%Worst dropSmaller is better−9.7%

16.7%VolatilityLower is calmer13.4%

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

2–5CGDV wins

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

More Ways to See the Pairs

XLC vs CGDV: Top 5 Holdings

Today

XLC

51.9%in top 5

CGDV

in top 524.4%

XLCStockCGDV

21.5%META3.8%

10.9%GOOGLnot top 5

8.8%GOOGnot top 5

not top 5MSFT7.0%

not top 5NVDA6.1%

5.7%DISnot top 5

5.0%CMCSAnot top 5

not top 5AVGO4.3%

not top 5RTX3.2%

Held in common8.7%

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

XLC vs CGDV Returns, Every Period

SPDRXLC

−6.4%

past year

CGDVCapital Group

+13.2%

past year

XLCCGDVFaded: behind in that period

0–3CGDV wins

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

Sector vs Income: XLC vs SCHD

YTD

SPDRXLC

−10.6%

SCHDSchwab

+32.3%

−10.6%Year to date+32.3%

−16.1%Worst drop · 1Y−6.9%

16.7%Volatility · 1Y11.7%

1.3%Yield3.0%

$21.9BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XLC, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLC0.08%$8

CGDV0.33%$33

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

Yields: XLC, CGDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XLC1.32%$132

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

XLC$132 − $8 = $124

CGDV$127 − $33 = $94

KeptFee

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

Overlap: XLC, CGDV, SCHD

Today

8.7%most shared, XLC and CGDV

XLCCGDVSCHD

XLC—8.7%5.6%

CGDV8.7%—5.8%

SCHD5.6%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

XLCWorst drop−16.1%16.7% vol

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

Paid More vs Made More

YTD

SCHDCGDV

+32.3%Year to date+9.7%

3.0%Yield1.3%

+38.7%Past year+13.2%

0.06%Fee0.33%

4–0SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026