SCHD vs CGDV

ASCHD

BCGDV

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common5.8%SCHD and CGDV

SCHD

CGDV

Schwab U.S. Dividend Equity ETF · $120BCapital Group Dividend Value ETF · $39.5B

+20.3%3 years · per year$17,414 · $19,064+24.0%

+10.4%5 years · per year$16,375 · […][…]

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

2.98%12-mo yield$298 · $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%CMCSA3.1%

4.2%AMGN1.2%

4.0%ABT1.0%

3.0%MO0.8%

Held in common5.8%

End-of-day Nov 5, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Four

5Y4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 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

$16,375

CGDV

Capital Group Dividend Value

[…]

MeasureSCHDCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield2.98%1.27%

5 years, per year+10.4%[…]

3 years, per year+20.3%+24.0%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.7%13.4%

4–1measures won
SCHD first

5.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VIG, WCEO, CGDV, SCHD

Today

29.5%most shared, VIG and CGDV

VIGWCEOCGDVSCHD

VIG—4.8%29.5%14.5%

WCEO4.8%—0.7%2.8%

CGDV29.5%0.7%—5.8%

SCHD14.5%2.8%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee