SCHD vs CGDV

ASCHD

BCGDV

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common5.7%SCHD and CGDV

SCHD

CGDV

Schwab U.S. Dividend Equity ETF · $123BCapital Group Dividend Value ETF · $39.0B

+21.4%3 years · per year$17,908 · $20,044+26.1%

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

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

2.91%12-mo yield$291 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins12.6%

4–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · CGDV

2.0%CMCSA3.0%

4.1%AMGN1.2%

3.9%ABT1.0%

3.0%MO0.8%

Held in common5.7%

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

All Three

5Y3 funds

#
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	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
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	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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 CGDV

SCHD

Schwab U.S. Dividend Equity

$16,881

CGDV

Capital Group Dividend Value

[…]

MeasureSCHDCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield2.91%1.22%

5 years, per year+11.0%[…]

3 years, per year+21.4%+26.1%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.5%12.6%

4–1measures won
SCHD first

5.7%

holdings shared

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, WCEO, CGDV

Today

5.7%most shared, SCHD and CGDV

SCHDWCEOCGDV

SCHD—2.7%5.7%

WCEO2.7%—0.7%

CGDV5.7%0.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

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