CGDV vs SCHD — dividend comparison tool

CGDV currently yields 1.16% TTM versus SCHD at 3.00%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

CGDVSCHD
DRIP Performance Comparison
Live DRIP backtest starting at $10,000
CGDV
SCHD

*Live backtest using backend DRIP simulation. Range: 2025-09-01 to 2026-09-01.

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

No data

Highest Dividend Income

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Best Avg Annual Return

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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$50.36

Capital Group Dividend Value ETF

SCHD$34.90

Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield
1.16%
3.00%
Annual Dividend
$0.59
$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
Technology35.15%
Industrials13.51%
Consumer Cyclical13.10%
Communication Services10.18%
Healthcare8.06%
Consumer Defensive5.81%
Financial Services5.47%
Energy4.00%
Basic Materials2.66%
Real Estate1.04%
Utilities1.01%
Cash & Others0.01%

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

SCHD

103 holdings
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Communication Services6.10%
Utilities0.10%
Cash & Others0.01%

Top 10 holdings

NameWeight
MRKMERCK & CO INC4.92%
ABTABBOTT LABORATORIES4.83%
AMGNAMGEN INC4.80%
KOCOCA-COLA4.22%
VZVERIZON COMMUNICATIONS INC3.97%
HDHOME DEPOT3.94%
UNHUNITEDHEALTH GROUP INC3.92%
CVXCHEVRON3.89%
COPCONOCOPHILLIPS3.86%
PGPROCTER & GAMBLE3.81%
Top 1042.15%

Overlap & differences

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CGDV vs SCHD Dividend Comparison | DRIP Tool | Dividend Wealth