CGVV vs SCHD

ACGVV

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common3.7%CGVV and SCHD

Capital Group U.S. Large Value ETF · $190MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

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

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

0.82%12-mo yield$82 · $293 on $10k2.93%

Cards for this view

CGVV

Capital Group U.S. Large Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureCGVVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.82%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−10.1%−6.9%

Volatility · 1Y14.1%11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACGVV	Capital Group U.S. Large Value ETFRead Desk	0.33%	0.82%	−0.7%	+19.4%	+21.1%	new	new	−10.1%	$190M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACGVV	Capital Group U.S. Large Value ETFRead Desk	0.33%	0.82%	−0.7%	+19.4%	+21.1%	new	new	−10.1%	$190M

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