CGDV vs TIZE3YCGDVCGDVAvsBTIZETIZECapital Group Dividend Value ETF · $39.2BTCW Securitized Income ETF · $31MReturns · dividends in+23.6%3 years · per year$18,895 · […][…][…]5 years · per year[…]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: SCHD, TIZE, CGDVToday5.7%most shared, SCHD and CGDVSCHDTIZECGDVSCHD—[…]5.7%TIZE[…]—[…]CGDV5.7%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGDV vs TIZE3YACGDVCapital Group Dividend Value$18,895vsTIZEBTCW Securitized Income[…]MeasureCGDVTIZEFee0.33%0.40%Cost on $10k a year$33$40Yield1.24%0.77%5 years, per year[…][…]3 years, per year+23.6%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three3Y3 fundsBest 3YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▼5Y/yr▲▼Drop▲▼Assets▲▼1ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.2%newnewnewnew[…]$31MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three3Y3 fundsBest 3YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▼5Y/yr▲▼Drop▲▼Assets▲▼1ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.2%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+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: SCHD, TIZE, CGDVToday5.7%most shared, SCHD and CGDVSCHDTIZECGDVSCHD—[…]5.7%TIZE[…]—[…]CGDV5.7%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287CGDV$124 − $33 = $91TIZE$77 − $40 = $37KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee