CGW vs SCHD

ACGW

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · CGW $11,945

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%CGW and SCHD

CGW

SCHD

Invesco S&P Global Water Index ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

+14.8%3 years · per year$15,147 · $17,414+20.3%

+3.6%5 years · per year$11,945 · $16,375+10.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.53%12-mo yield$153 · $298 on $10k2.98%

−10.9%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGW · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACGW	Invesco S&P Global Water Index ETFRead Desk		0.58%	1.53%	−2.0%	+3.3%	+3.9%	+14.8%	+3.6%	−10.9%	$1.1B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACGW	Invesco S&P Global Water Index ETFRead Desk		0.58%	1.53%	−2.0%	+3.3%	+3.9%	+14.8%	+3.6%	−10.9%	$1.1B

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

Cards for this view

CGW vs SCHD

CGW

Invesco S&P Global Water Index

$11,945

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCGWSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.53%2.98%

5 years, per year+3.6%+10.4%

3 years, per year+14.8%+20.3%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y14.5%11.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGW, SCHD

Today

0.0%most shared, CGW and SCHD

CGWSCHD

CGW—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGW$153 − $58 = $95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee