SCHD vs CGDV

ASCHD

BCGDV

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common5.7%SCHD and CGDV

Schwab U.S. Dividend Equity ETF · $124BCapital Group Dividend Value ETF · $39.2B

+19.9%3 years · per year$17,257 · $18,895+23.6%

+10.4%5 years · per year$16,429 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

2.93%12-mo yield$293 · $124 on $10k

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,429

CGDV

Capital Group Dividend Value

[…]

MeasureSCHDCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield2.93%1.24%

5 years, per year+10.4%[…]

3 years, per year+19.9%+23.6%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.7%

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	−0.2%	new	new	new	new	[…]	$31M

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	−0.2%	new	new	new	new	[…]	$31M

Loading…