SCHD vs CGUI

ASCHD

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.82%CGUI · $382 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]SCHD and CGUI

SCHD

CGUI

Schwab U.S. Dividend Equity ETF · $123BCapital Group Ultra Short Income ETF · $387M

+21.4%3 years · per year$17,908 · […][…]

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

2.91%12-mo yield$291 · $382 on $10k3.82%

−6.9%Worst dropSmaller wins−0.2%

11.5%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CGUI

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

Held in common[…]

End-of-day Nov 4, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	+0.1%	+3.0%	+3.9%	new	new	−0.2%	$387M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	+0.1%	+3.0%	+3.9%	new	new	−0.2%	$387M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs CGUI

SCHD

Schwab U.S. Dividend Equity

$16,881

CGUI

Capital Group Ultra Short Income

[…]

MeasureSCHDCGUI

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield2.91%3.82%

5 years, per year+11.0%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−6.9%−0.2%

Volatility · 1Y11.5%0.9%

3–1measures won
CGUI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, CGUI

Today

[…]holdings […]

SCHDCGUI

SCHD—[…]

CGUI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee