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SCHY vs CGDV
Schwab International Dividend Equity ETF vs Capital Group Dividend Value ETF
Key differences
Both SCHY and CGDV are equity ETFs. SCHY charges 0.08% a year and CGDV 0.33%. The main difference: SCHY follows a index tracking strategy; CGDV uses active selection.
- SCHY follows a index tracking strategy; CGDV uses active selection.
- SCHY covers global markets; CGDV covers North America.
- 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
| SCHY | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.33% |
| Fund size (AUM) | $2.3B | $35.2B |
| Since | 2021 | 2022 |
| Dividend yield | 3.40% | 1.17% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.3% | +28.4% |
| CAGR 3Y | +15.8% | +25.5% |
| CAGR 5Y | +8.0% | N/A |
| Sharpe 3Y | 0.96 | 1.47 |
| Volatility 1Y | 11.94% | 11.84% |
| Max drawdown | -24.03% | -21.81% |
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