CGDV vs SCHD — stock comparison tool

CGDV currently yields 1.22% TTM versus SCHD at 3.09%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

CGDVSCHD
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
CGDV
SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-16 to 2026-10-16. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

CGDV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SCHD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
CGDV$49.39
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Capital Group Dividend Value ETF

SCHD$34.10
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Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield
1.22%
3.09%
Annual Dividend
$0.60
$1.05
Dividend Growth (5yr)
-
-
Years of Growth
2
13
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

CGDV

58 holdings
Technology37.84%
Industrials11.76%
Communication Services11.44%
Consumer Cyclical8.13%
Healthcare7.87%
Consumer Defensive5.43%
Financial Services5.13%
Basic Materials4.17%
Energy3.69%
Cash & Others2.69%
Real Estate0.94%
Utilities0.89%

Top holdings list is not loaded for CGDV (58 positions reported). Sector weights above are still available.

SCHD

102 holdings
Consumer Defensive20.07%
Healthcare19.33%
Technology15.98%
Energy15.35%
Financial Services9.18%
Industrials7.31%
Consumer Cyclical6.73%
Communication Services5.95%
Utilities0.09%
Cash & Others0.01%

Top 10 holdings

NameWeight
TXNTEXAS INSTRUMENT INC4.62%
PGPROCTER & GAMBLE4.34%
QCOMQUALCOMM4.29%
KOCOCA-COLA4.25%
CVXCHEVRON4.24%
COPCONOCOPHILLIPS4.19%
MRKMERCK & CO INC4.01%
UNHUNITEDHEALTH GROUP3.96%
AMGNAMGEN INC3.94%
ABTABBOTT LABORATORIES3.85%
Top 1041.69%

Overlap & differences

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CGDV vs SCHD Dividend Comparison | DRIP Tool | Dividend Wealth