SCHD vs TIZEYTDSCHDSCHDAvsBTIZETIZESchwab U.S. Dividend Equity ETF · $123BTCW Securitized Income ETF · $31MReturns · dividends in+34.2%Year to dateJan 1 → Nov 12[…]+36.8%1 yearTotal return[…]Cost and income0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%2.93%12-mo yield$293 · $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 12, 2026 · share held in common · outlined: the pair in versus
SCHD vs TIZE1YASCHDSchwab U.S. Dividend Equity$13,682vsTIZEBTCW Securitized Income[…]MeasureSCHDTIZEFee0.06%0.40%Cost on $10k a year$6$40Yield2.93%0.77%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%[…]Volatility · 1Y11.7%[…]
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.2%newnewnewnew[…]$31MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7B3BTIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.2%newnewnewnew[…]$31MEnd-of-day Nov 12, 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 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SCHD, TIZE, CGDVToday5.7%most shared, SCHD and CGDVSCHDTIZECGDVSCHD—[…]5.7%TIZE[…]—[…]CGDV5.7%[…]—End-of-day Nov 12, 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 12, 2026 · yield in dollars minus the fee