CGSD vs SCHD

ACGSD

BSCHD

Measures won3–2CGSD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.43%CGSD · $443 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]CGSD and SCHD

CGSD

SCHD

Capital Group Short Duration Income ETF · $2.9BSchwab U.S. Dividend Equity ETF · $121B

+5.2%3 years · per year$11,635 · $17,784+21.2%

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

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

4.43%12-mo yield$443 · $297 on $10k2.97%

−1.3%Worst dropSmaller wins−6.9%

1.7%VolatilityLower wins11.4%

3–2CGSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGSD · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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
2	ACGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.43%	0.0%	+1.3%	+2.3%	+5.2%	new	−1.3%	$2.9B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ACGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.43%	0.0%	+1.3%	+2.3%	+5.2%	new	−1.3%	$2.9B

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

CGSD vs SCHD

CGSD

Capital Group Short Duration Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCGSDSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield4.43%2.97%

5 years, per year[…]+10.3%

3 years, per year+5.2%+21.2%

Worst drop · 1Y−1.3%−6.9%

Volatility · 1Y1.7%11.4%

3–2measures won
CGSD first

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: CGSD, SCHD

Today

[…]holdings […]

CGSDSCHD

CGSD—[…]

SCHD[…]—

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

Income After Fees on $10,000

$418most kept, CGSD

CGSD$443 − $25 = $418

SCHD$297 − $6 = $291

KeptFee

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