Compare/Updated Oct 26, 2026, refreshed every trading day
CGDV vs SCHD
Capital Group Dividend Value ETF against Schwab U.S. Dividend Equity ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
CGDV did better over the full period: $1,000 invested on October 28, 2022 grew to $2,263, versus $1,649 for SCHD, a 126.3% return compared with 64.9%. CGDV also beat SCHD in 32 of the last 48 months, although SCHD led recently, with stronger 1-month, 3-month, 6-month, YTD, and 1-year returns. The trade-off was cost and risk: CGDV charges 0.33% versus SCHD’s 0.06%, had higher 12-month volatility at 12.5% versus 11.3%, and its worst drawdown was -14.3% versus -16.1% for SCHD. Their daily moves were moderately correlated at 0.736, while the 12-month correlation was 0.304. CGDV’s long-term outperformance matters, but SCHD’s lower fee, lower volatility, larger asset base, and stronger recent momentum may appeal to more cost- and risk-conscious investors.
- Price is above its 200-day average ($47); 50-day at $49.
- RSI 38, neutral. Supertrend says sell. ADX 18, so the trend is weak.
- Price is above its 200-day average ($32); 50-day at $34.
- RSI 73, overbought. Supertrend says buy. ADX 33, so the trend is strong.
Head to head
Which has returned more, CGDV or SCHD?
CGDV beat SCHD in 32 of the last 48 months; SCHD won the other 16. The typical monthly gap was 2.23 points.
Total return by period
Which is riskier?
CGDV: Feb 13, 2025 to Apr 8, 2025; SCHD: Nov 29, 2024 to Apr 8, 2025
- 0.736
- correlation of daily moves, 4 years
- 0.76
- CGDV move per 1% in SCHD
- 0.304
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 2.23 points.
When did they diverge?
| Month | CGDV | SCHD | Gap |
|---|---|---|---|
| October 2026 | -0.8% | +8.4% | -9.24 pts |
| January 2026 | +2.8% | +8.7% | -5.88 pts |
| April 2025 | -2.0% | -7.7% | +5.69 pts |
| July 2026 | +0.5% | +5.5% | -5.00 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with CGDV and SCHD?
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