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CGDV vs SCHY
Capital Group Dividend Value ETF vs Schwab International Dividend Equity ETF
Key differences
Both CGDV and SCHY are equity ETFs. CGDV charges 0.33% a year and SCHY 0.08%. The main difference: CGDV follows a active selection strategy; SCHY uses index tracking.
- CGDV follows a active selection strategy; SCHY uses index tracking.
- CGDV covers North America; SCHY covers global markets.
- SCHY costs 0.25% less per year.
- CGDV is much larger than SCHY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| CGDV | SCHY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.08% |
| Fund size (AUM) | $35.2B | $2.3B |
| Since | 2022 | 2021 |
| Dividend yield | 1.17% | 3.40% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.4% | +21.3% |
| CAGR 3Y | +25.5% | +15.8% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | 1.47 | 0.96 |
| Volatility 1Y | 11.84% | 11.94% |
| Max drawdown | -21.81% | -24.03% |
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