CGDV vs SCHD

ACGDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · SCHD $16,352

Lowest cost0.04%VYM · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common5.7%CGDV and SCHD

CGDV

SCHD

Capital Group Dividend Value ETF · $38.8BSchwab U.S. Dividend Equity ETF · $121B

+26.0%3 years · per year$19,988 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

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

1.23%12-mo yield$123 · $297 on $10k2.97%

−9.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.4%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SCHD

3.0%CMCSA2.0%

1.2%AMGN4.1%

1.0%ABT3.9%

0.8%MO3.0%

Held in common5.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

CGDV vs SCHD

CGDV

Capital Group Dividend Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCGDVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.23%2.97%

5 years, per year[…]+10.3%

3 years, per year+26.0%+21.2%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.6%11.4%

4–1measures won
SCHD first

5.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CGDV, SCHD, VYM

Today

23.1%most shared, CGDV and VYM

CGDVSCHDVYM

CGDV—5.7%23.1%

SCHD5.7%—21.9%

VYM23.1%21.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee