CGMS Desk | ETF Tracker

SCHD vs CGMS

YTD

SCHDSchwabCGMSCapital Group

Year to date

+34.2%

+0.0%

SCHD wins+34.2 pts

Past year

+36.8%

+0.7%

SCHD wins+36.1 pts

Fee

0.06%

0.39%

SCHD winslower fee

Yield

2.9%

6.1%

CGMS wins+3.2 pts

AUM

$124B

$5.6B

SCHD and CGMS · year-to-date · as of Nov 12, 2026 · AUM not scored

CGMS vs S&P 500

1W$26.32 · −0.5% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 402 Dividend Stocks ETFs

YTD

#
1	SCHD	U.S. Dividend EquityRead Desk	0.06%	2.9%	+34.2%	+34.2%	$124B
2	VIG	Dividend AppreciationRead Desk	0.04%	1.4%	+16.0%	+16.0%	$109B
3	VYM	High Dividend YieldRead Desk	0.04%	2.2%
4		Read Desk	0.08%	1.8%
5		Read Desk	0.33%	1.2%
6		Read Desk	0.47%	0.9%
7		Read Desk	0.38%	3.3%
8		Read Desk	0.35%	2.3%
9		Read Desk	0.07%	3.6%
10		Read Desk	0.52%	6.1%
11		Read Desk	0.28%	1.2%
12		Read Desk	0.08%	3.1%
13		Read Desk	0.68%	14.8%
14		Read Desk	0.68%	12.0%
15		Read Desk	0.35%	1.9%
16		Read Desk	0.40%	5.7%

1–16 of 402

CGMS’s Peers

YTDDividend Stocks · 6 largest

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Versus	0.06%	2.9%	−0.2%	+34.2%	+36.8%	$124B
2	VIG	Vanguard Dividend Appreciation ETFRead Versus	0.04%	1.4%	0.0%	+16.0%	+16.9%	$109B
3	VYM	Vanguard High Dividend Yield ETFRead Versus	0.04%	2.2%
4		Read Versus	0.08%	1.8%
5		Read Versus	0.33%	1.2%
6		This fund	0.39%	6.1%

Cards for This View

CGMS’s Top 10 Holdings

Today

9.3%of CGMS sits in these 10

1CAPITACapital Group Central Cash Fun Capital Group Cntrl Csh M4.13%

SCHD vs CGMS

YTD

SCHDSchwabCGMSCapital Group

Year to date

+34.2%

+0.0%

SCHD wins+34.2 pts

Past year

+36.8%

+0.7%

SCHD wins+36.1 pts

Fee

0.06%

0.39%

SCHD winslower fee

Yield

2.9%

6.1%

CGMS wins

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SCHD vs CGMS

CGMS vs S&P 500

CGMS’s Holdings

All 402 Dividend Stocks ETFs

CGMS Payouts by Year

CGMS’s Peers

Cards for This View

CGMS’s Top 10 Holdings

SCHD vs CGMS

CGMS’s Holdings

CGMS vs Peer Average