Compare · 2 funds side by side · dividends reinvested

DHS and CGDV

DHSWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,540DHS · best of the two

02 / 04

DHS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.14%+21.9%+28.1%+21.7%+13.1%−6.3%10.8%$1.7B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DHS 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.7B$18,540

DHS

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

DHSMeasureCGDV

+21.9%Year to dateJan 1 → Nov 4+14.6%

+28.1%1 yearTotal return+17.5%

+21.7%3 years · per year$10,000 became $18,047 · $20,044+26.1%

+13.1%5 years · per year$10,000 became $18,540 · […][…]

0.38%Expense ratio$38 · $33 a year on $10k · lower is better0.33%

3.14%Trailing 12-mo yield$314 · $122 a year on $10k1.22%

−6.3%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer12.6%

DHSCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2DHS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DHS vs CGDV: Top 5 Holdings

Today

DHS

21.9%in top 5

CGDV

in top 524.6%

DHSStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

5.6%ABBVnot top 5

4.8%MRKnot top 5

not top 5AVGO4.4%

4.2%XOMnot top 5

3.9%MOnot top 5

not top 5META3.8%

3.5%PMnot top 5

not top 5RTX3.3%

Held in common7.2%

End-of-day Nov 4, 2026 · share of each fund

DHS vs CGDV Returns, Every Period

WisdomTreeDHS

+28.1%

past year

CGDVCapital Group

+17.5%

past year

DHSCGDVFaded: behind in that period

2–1DHS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DHS vs CGDV

YTD

WisdomTreeDHS

+21.9%

CGDVCapital Group

+14.6%

+21.9%Year to date+14.6%

−6.3%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y12.6%

3.1%Yield1.2%

$1.7BAssets$38.8B

4–0DHS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DHS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DHS0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DHS, CGDV

3.14%highest, DHS

FundTrailing yieldYield$10k

DHS3.14%$314

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$276most kept, DHS

DHS$314 − $38 = $276

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DHS, CGDV

Today

7.2%most shared, DHS and CGDV

DHSCGDV

DHS—7.2%

CGDV7.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.1%DHS, at 10.8% volatility

DHSWorst drop−6.3%10.8% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DHSCGDV

+21.9%Year to date+14.6%

3.1%Yield1.2%

+28.1%Past year+17.5%

0.38%Fee0.33%

3–1DHS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026