CGDV vs SCHD

ACGDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.9%CGDV and SCHD

CGDV

SCHD

Capital Group Dividend Value ETF · $37.9BSchwab U.S. Dividend Equity ETF · $120B

+23.5%3 years · per year$18,840 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

1.27%12-mo yield$127 · $300 on $10k3.00%

−9.7%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · SCHD

3.2%CMCSA2.1%

1.2%AMGN4.1%

1.0%ABT4.0%

0.8%MO3.1%

Held in common5.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$35M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$35M

End-of-day Nov 6, 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

$16,267

MeasureCGDVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.27%3.00%

5 years, per year[…]+10.2%

3 years, per year+23.5%+20.0%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y13.4%11.7%

4–1measures won
SCHD first

5.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CGDV, WCME, SCHD, VXUS

Today

11.0%most shared, WCME and VXUS

CGDVWCMESCHDVXUS

CGDV—0.0%5.9%0.6%

WCME0.0%—0.0%11.0%

SCHD5.9%0.0%—0.0%

VXUS0.6%11.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

CGDV$127 − $33 = $94

WCME$39 − $95 = −$56

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee