Screener
SCHD vs CGDV
Schwab U.S. Dividend Equity ETF vs Capital Group Dividend Value ETF
Key differences
Both SCHD and CGDV are equity ETFs. SCHD charges 0.06% a year and CGDV 0.33%. The main difference: SCHD follows a index tracking strategy; CGDV uses active selection.
- SCHD follows a index tracking strategy; CGDV uses active selection.
- 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
| SCHD | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.33% |
| Fund size (AUM) | $94.9B | $35.2B |
| Since | 2011 | 2022 |
| Dividend yield | 3.25% | 1.17% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.6% | +28.4% |
| CAGR 3Y | +15.9% | +25.5% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.92 | 1.47 |
| Volatility 1Y | 10.98% | 11.84% |
| Max drawdown | -33.37% | -21.81% |
Similar to SCHD and CGDV
Explore further