CGDV vs SCHD

ACGDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common5.7%CGDV and SCHD

Capital Group Dividend Value ETF · $38.7BSchwab U.S. Dividend Equity ETF · $123B

+23.6%3 years · per year$18,895 · $17,257+19.9%

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

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

1.24%12-mo yield$124 · $293 on $10k

Cards for this view

CGDV

Capital Group Dividend Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureCGDVSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.24%2.93%

5 years, per year[…]+10.4%

3 years, per year+23.6%+19.9%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y13.5%

#
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	NETG	Leverage Shares 2x Long NET Daily ETFRead Desk	0.75%	0.00%	+3.4%	+45.1%	new	new	new	[…]	$5M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
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	NETG	Leverage Shares 2x Long NET Daily ETFRead Desk	0.75%	0.00%	+3.4%	+45.1%	new	new	new	[…]	$5M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

Loading…