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CGDV vs SCHD
Capital Group Dividend Value ETF vs Schwab U.S. Dividend Equity ETF
Key differences
Both CGDV and SCHD are equity ETFs. CGDV charges 0.33% a year and SCHD 0.06%. The main difference: CGDV follows a active selection strategy; SCHD uses index tracking.
- CGDV follows a active selection strategy; SCHD uses index tracking.
- SCHD costs 0.27% less per year.
- Over the last three years, CGDV has delivered higher annualized returns.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.06% |
| Fund size (AUM) | $35.2B | $94.9B |
| Since | 2022 | 2011 |
| Dividend yield | 1.17% | 3.25% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.4% | +27.6% |
| CAGR 3Y | +25.5% | +15.9% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.47 | 0.92 |
| Volatility 1Y | 11.84% | 10.98% |
| Max drawdown | -21.81% | -33.37% |
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