SCHD vs CGDV

ASCHD

BCGDV

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.9%SCHD and CGDV

SCHD

CGDV

Schwab U.S. Dividend Equity ETF · $120BCapital Group Dividend Value ETF · $37.9B

+20.0%3 years · per year$17,266 · $18,840+23.5%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

3.00%12-mo yield$300 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

11.7%VolatilityLower wins13.4%

4–1SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · CGDV

2.1%CMCSA3.2%

4.1%AMGN1.2%

4.0%ABT1.0%

3.1%MO0.8%

Held in common5.9%

End-of-day Nov 6, 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%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs CGDV

SCHD

Schwab U.S. Dividend Equity

$16,267

CGDV

Capital Group Dividend Value

[…]

MeasureSCHDCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield3.00%1.27%

5 years, per year+10.2%[…]

3 years, per year+20.0%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.7%13.4%

4–1measures won
SCHD first

5.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DGRO, WCEO, CGDV, SCHD

Today

28.3%most shared, DGRO and CGDV

DGROWCEOCGDVSCHD

DGRO—6.0%28.3%21.3%

WCEO6.0%—0.7%2.8%

CGDV28.3%0.7%—5.9%

SCHD21.3%2.8%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee