CGDV vs SCHD

ACGDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common5.8%CGDV and SCHD

CGDV

SCHD

Capital Group Dividend Value ETF · $37.8BSchwab U.S. Dividend Equity ETF · $120B

+23.7%3 years · per year$18,934 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

1.24%12-mo yield$124 · $296 on $10k2.96%

−9.7%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · SCHD

3.1%CMCSA2.1%

1.2%AMGN4.1%

1.0%ABT3.9%

0.8%MO3.0%

Held in common5.8%

End-of-day Nov 9, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$16,459

MeasureCGDVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.24%2.96%

5 years, per year[…]+10.5%

3 years, per year+23.7%+19.6%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y13.5%11.8%

4–1measures won
SCHD first

5.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DGRO, WCEO, CGDV, SCHD

Today

28.2%most shared, DGRO and CGDV

DGROWCEOCGDVSCHD

DGRO—5.9%28.2%21.3%

WCEO5.9%—0.7%2.8%

CGDV28.2%0.7%—5.8%

SCHD21.3%2.8%5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee