SCHY vs CGDV

ASCHY

BCGDV

Measures won4–1SCHY wins · of 6 · 5Y

$10,000 · 5Y$15,842SCHY

Lowest cost0.08%SCHY · $8 on $10k

Most income3.57%SCHY · $357 on $10k

Smallest drop−9.1%SCHY · worst fall in 1Y

Held in common2.7%SCHY and CGDV

SCHY

CGDV

Schwab International Dividend Equity ETF · $2.8BCapital Group Dividend Value ETF · $39.5B

+18.6%3 years · per year$16,702 · $18,840+23.5%

+9.6%5 years · per year$15,842 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

3.57%12-mo yield$357 · $127 on $10k1.27%

−9.1%Worst dropSmaller wins−9.7%

12.8%VolatilityLower wins13.4%

4–1SCHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHY · CGDV

4.4%BATS.L2.7%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	ASCHY	Schwab International Dividend Equity ETFRead Desk		0.08%	3.57%	−1.9%	+13.4%	+20.7%	+18.6%	+9.6%	−9.1%	$2.8B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

Both

5Y2 funds

#			Trend
1	ASCHY	Schwab International Dividend Equity ETFRead Desk		0.08%	3.57%	−1.9%	+13.4%	+20.7%	+18.6%	+9.6%	−9.1%	$2.8B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

SCHY vs CGDV

SCHY

Schwab International Dividend Equity

$15,842

CGDV

Capital Group Dividend Value

[…]

MeasureSCHYCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield3.57%1.27%

5 years, per year+9.6%[…]

3 years, per year+18.6%+23.5%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.8%13.4%

4–1measures won
SCHY first

2.7%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHY, CGDV

Today

2.7%most shared, SCHY and CGDV

SCHYCGDV

SCHY—2.7%

CGDV2.7%—

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

Income After Fees on $10,000

$349most kept, SCHY

SCHY$357 − $8 = $349

CGDV$127 − $33 = $94

KeptFee

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