CGCV vs SCHD

ACGCV

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.0%CGCV and SCHD

CGCV

SCHD

Capital Group Conservative Equity ETF · $2.4BSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

1.51%12-mo yield$151 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.5%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGCV · SCHD

1.8%HD4.1%

1.8%KO4.2%

1.4%MO3.0%

1.3%ADP2.8%

Held in common12.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.51%	+1.6%	+13.2%	+15.9%	new	new	−7.9%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.51%	+1.6%	+13.2%	+15.9%	new	new	−7.9%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGCV vs SCHD

CGCV

Capital Group Conservative Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCGCVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.51%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y9.7%11.5%

3–1measures won
SCHD first

12.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGCV, SCHD

Today

12.0%most shared, CGCV and SCHD

CGCVSCHD

CGCV—12.0%

SCHD12.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGCV$151 − $33 = $118

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee