CGDV vs TIZE1YCGDVCGDVAvsBTIZETIZECapital Group Dividend Value ETF · $39.0BTCW Securitized Income ETF · $31MReturns · dividends in+12.3%Year to dateJan 1 → Nov 13[…]+13.2%1 yearTotal return[…]Cost and income0.33%Expense ratio$33 · $40 on $10k · lower wins0.40%1.24%12-mo yield$124 · $77 on $10k0.77%Risk · 1 year
Overlap: CGDV, TIZE, SCHDToday5.7%most shared, CGDV and SCHDCGDVTIZESCHDCGDV—[…]5.7%TIZE[…]—[…]SCHD5.7%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGDV vs TIZE1YACGDVCapital Group Dividend Value$11,319vsTIZEBTCW Securitized Income[…]MeasureCGDVTIZEFee0.33%0.40%Cost on $10k a year$33$40Yield1.24%0.77%5 years, per year[…][…]3 years, per year+23.5%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three1Y3 fundsBest 1YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.1%newnewnewnew[…]$31MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three1Y3 fundsBest 1YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.1%newnewnewnew[…]$31MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CGDV, TIZE, SCHDToday5.7%most shared, CGDV and SCHDCGDVTIZESCHDCGDV—[…]5.7%TIZE[…]—[…]SCHD5.7%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286CGDV$124 − $33 = $91TIZE$77 − $40 = $37KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee