CGDV vs SCHD

ACGDV

BSCHD

Measures won1–4SCHD 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 common5.7%CGDV and SCHD

CGDV

SCHD

Capital Group Dividend Value ETF · $39.0BSchwab U.S. Dividend Equity ETF · $123B

+26.1%3 years · per year$20,044 · $17,908+21.4%

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

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

1.22%12-mo yield$122 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.5%

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 4, 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	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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

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

All Three

5Y3 funds

#
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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

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

CGDV vs SCHD

CGDV

Capital Group Dividend Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCGDVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.22%2.91%

5 years, per year[…]+11.0%

3 years, per year+26.1%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.6%11.5%

4–1measures won
SCHD first

5.7%

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: CGDV, WCEO, SCHD

Today

5.7%most shared, CGDV and SCHD

CGDVWCEOSCHD

CGDV—0.7%5.7%

WCEO0.7%—2.7%

SCHD5.7%2.7%—

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

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

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