CGDG vs SCHC
Comparison between CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).
CGDG vs SCHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGDG
$5.20B
Winner
SCHC
$5.30B
Expense Ratio
CGDG
0.47%
Winner
SCHC
0.06%
Max Drawdown
Winner
CGDG
10.91%
SCHC
47.07%
Sharpe Ratio
Winner
CGDG
0.95
SCHC
0.83
5Y Beta
Winner
CGDG
0.63
SCHC
0.73
P/E Ratio
CGDG
24.83
SCHC
N/A
Forward P/E
CGDG
19.46
SCHC
N/A
PEG Ratio
CGDG
0.71
SCHC
N/A
5Y Dividends CAGR
CGDG
N/A
SCHC
16.61%
5Y EPS CAGR
CGDG
13.00%
SCHC
N/A
P/S Ratio
CGDG
2.14
SCHC
N/A
P/B Ratio
CGDG
4.14
SCHC
N/A
CGDG vs SCHC - Holdings Comparison
CGDG and SCHC have 2 common holdings. Overlap is 0.19%
CGDG's top 25 holdings weight is 44.80%. SCHC's top 25 holdings weight is 7.80%.
| Rank | CGDG | SCHC |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.64% | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% |
| #2 | n/a (TSM) - 4.24% | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.72% | ENAGAS SA (n/a) - 0.36% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 2.63% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% |
| #5 | TOTALENERGIES SE (TTE:XPAR) - 2.08% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% |
| #6 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.05% | FINNING INTERNATIONAL INC (FINGF) - 0.33% |
| #7 | WELLTOWER INC (WELL) - 2.00% | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% |
| #8 | IBERDROLA SA (n/a) - 1.63% | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% |
| #9 | ABBVIE INC (ABBV) - 1.58% | HUDBAY MINERALS INC (n/a) - 0.30% |
| #10 | MARUBENI CORP (n/a) - 1.51% | CAPITAL POWER CORP (CPXWF) - 0.30% |
| #11 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.41% | STOREBRAND ASA (n/a) - 0.30% |
| #12 | ONEOK INC (OKE) - 1.39% | SOUTH BOW CORP (SOBO) - 0.29% |
| #13 | DBS GROUP HOLDINGS LTD (n/a) - 1.39% | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% |
| #14 | n/a (n/a) - 1.28% | OCEANAGOLD CORP (OGC) - 0.28% |
| #15 | UNICREDIT SPA (n/a) - 1.28% | VALIANT HOLDING AG (n/a) - 0.28% |
| #16 | NESTLE SA (n/a) - 1.28% | TUI AG (n/a) - 0.28% |
| #17 | RTX CORP (RTX) - 1.27% | NKT AS (n/a) - 0.28% |
| #18 | TRUIST FINANCIAL CORP (TFC) - 1.27% | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% |
| #19 | CONOCOPHILLIPS (COP) - 1.24% | OR ROYALTIES INC (OR) - 0.28% |
| #20 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.19% | K&S AG (n/a) - 0.28% |
| #21 | JAPAN POST BANK CO LTD (n/a) - 1.19% | SUBSEA 7 SA (n/a) - 0.28% |
| #22 | BARRICK MINING CORP (n/a) - 1.18% | WPP PLC (n/a) - 0.28% |
| #23 | KONINKLIJKE KPN NV (n/a) - 1.16% | AEDIFICA SA (n/a) - 0.28% |
| #24 | PUBLIC STORAGE (PSA) - 1.10% | LOTTOMATICA GROUP SPA (n/a) - 0.28% |
| #25 | KLA CORP (KLAC) - 1.09% | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% |
| Total Holdings | 105 | 2250 |
CGDG vs SCHC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGDG
+1.73%
SCHC
-3.65%
3M
Winner
CGDG
+3.45%
SCHC
-3.65%
6M
Winner
CGDG
+4.81%
SCHC
+1.51%
1Y
CGDG
+15.30%
Winner
SCHC
+17.13%
5Y(CAGR)
CGDG
N/A
SCHC
+6.26%
10Y(CAGR)
CGDG
N/A
SCHC
+7.97%
Max(CAGR)
Winner
CGDG
+18.86%
SCHC
+6.99%
CGDG vs SCHC - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | CGDG | SCHC |
|---|---|---|
| 2026 | +7.20% | +5.31% |
| 2025 | +23.32% | +37.73% |
| 2024 | +12.23% | +3.59% |
| 2023 | +9.54% | +14.09% |
| 2022 | N/A | -22.33% |
| 2021 | N/A | +11.61% |
| 2020 | N/A | +9.68% |
| 2019 | N/A | +22.91% |
| 2018 | N/A | -19.47% |
| 2017 | N/A | +28.59% |
| 2016 | N/A | +4.30% |
| 2015 | N/A | +2.06% |
| 2014 | N/A | -6.00% |
| 2013 | N/A | +19.07% |
| 2012 | N/A | +15.92% |
| 2011 | N/A | -14.43% |
| 2010 | N/A | +17.14% |
CGDG vs SCHC Drawdown Comparison
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current CGDG drawdown is -0.16%. The current SCHC drawdown is -6.19%.
| Rank | CGDG | SCHC |
|---|---|---|
| #1 | -10.52% Feb 13, 2025 - May 2, 2025 | -43.97% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -7.72% Feb 25, 2026 - Jun 12, 2026 | -36.48% Sep 3, 2021 - May 19, 2025 |
| #3 | -5.54% Oct 14, 2024 - Feb 5, 2025 | -28.31% Apr 29, 2011 - May 3, 2013 |
| #4 | -4.89% Mar 28, 2024 - May 9, 2024 | -23.68% Jul 3, 2014 - May 2, 2017 |
| #5 | -4.64% Jul 16, 2024 - Aug 15, 2024 | -18.51% Apr 14, 2010 - Sep 28, 2010 |
| #6 | -4.44% Oct 11, 2023 - Nov 3, 2023 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -3.90% Nov 12, 2025 - Nov 28, 2025 | -12.17% Jan 14, 2010 - Apr 1, 2010 |
| #8 | -3.47% Jul 23, 2025 - Aug 22, 2025 | -10.36% May 8, 2013 - Aug 2, 2013 |
| #9 | -2.96% Aug 30, 2024 - Sep 16, 2024 | -9.35% Mar 3, 2011 - Apr 1, 2011 |
| #10 | -2.83% Oct 6, 2025 - Oct 20, 2025 | -6.61% Nov 4, 2010 - Dec 13, 2010 |
| #11 | -2.77% May 17, 2024 - Jul 11, 2024 | -6.51% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -2.49% Sep 28, 2023 - Oct 10, 2023 | -5.70% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -2.46% Dec 28, 2023 - Jan 29, 2024 | -5.63% Jun 8, 2021 - Aug 5, 2021 |
| #14 | -2.09% Oct 27, 2025 - Nov 11, 2025 | -4.31% Apr 9, 2014 - Jun 4, 2014 |
| #15 | -1.85% Jun 12, 2025 - Jun 26, 2025 | -4.08% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between CGDG and SCHC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
CGDG vs SCHC dividend yield comparison.
| Year | CGDG | SCHC |
|---|---|---|
| 2026 | 1.38% | 0.22% |
| 2025 | 1.95% | 3.66% |
| 2024 | 2.15% | 3.72% |
| 2023 | 0.39% | 2.94% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 3.02% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 3.23% |
| 2018 | 0.00% | 2.51% |
| 2017 | 0.00% | 2.73% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.34% |
| 2014 | 0.00% | 2.59% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 3.00% |
| 2011 | 0.00% | 7.05% |
| 2010 | 0.00% | 2.28% |
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