CGV vs SCHD

ACGV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.23%CGV · $523 on $10k

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

Held in common0.5%CGV and SCHD

CGV

SCHD

Conductor Global Equity Value ETF · $133MSchwab U.S. Dividend Equity ETF · $123B

+13.0%3 years · per year$14,438 · $17,908+21.4%

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

1.57%Expense ratio$157 · $6 on $10k · lower wins0.06%

5.23%12-mo yield$523 · $291 on $10k2.91%

−12.1%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGV · SCHD

1.9%APA0.4%

1.1%RHI0.1%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
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	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.23%	+0.1%	+7.8%	+12.8%	+13.0%	new	−12.1%	$133M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.23%	+0.1%	+7.8%	+12.8%	+13.0%	new	−12.1%	$133M

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

CGV vs SCHD

CGV

Conductor Global Equity Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCGVSCHD

Fee1.57%0.06%

Cost on $10k a year$157$6

Yield5.23%2.91%

5 years, per year[…]+11.0%

3 years, per year+13.0%+21.4%

Worst drop · 1Y−12.1%−6.9%

Volatility · 1Y14.3%11.5%

4–1measures won
SCHD first

0.5%

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: CGV, SCHD

Today

0.5%most shared, CGV and SCHD

CGVSCHD

CGV—0.5%

SCHD0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$366most kept, CGV

CGV$523 − $157 = $366

SCHD$291 − $6 = $285

KeptFee

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