Compare · 3 funds side by side · dividends reinvested

DHS, CGDV and SCHD

DHSWisdomTree×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,037DHS · best of the three

02 / 04

DHS, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.21%+19.3%+25.3%+20.6%+12.5%−6.3%11.0%$1.7B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DHS 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.7B$18,037

DHS

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

DHSMeasureCGDV

+19.3%Year to dateJan 1 → Nov 5+9.7%

+25.3%1 yearTotal return+13.2%

+20.6%3 years · per year$10,000 became $17,550 · $19,064+24.0%

+12.5%5 years · per year$10,000 became $18,037 · […][…]

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

3.21%Trailing 12-mo yield$321 · $127 a year on $10k1.27%

−6.3%Worst dropSmaller is better−9.7%

11.0%VolatilityLower is calmer13.4%

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

5–2DHS wins

End-of-day Nov 5, 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 524.4%

DHSStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

5.6%ABBVnot top 5

4.8%MRKnot top 5

not top 5AVGO4.3%

4.2%XOMnot top 5

3.9%MOnot top 5

not top 5META3.8%

3.5%PMnot top 5

not top 5RTX3.2%

Held in common7.1%

End-of-day Nov 5, 2026 · share of each fund

DHS vs CGDV Returns, Every Period

WisdomTreeDHS

+25.3%

past year

CGDVCapital Group

+13.2%

past year

DHSCGDVFaded: behind in that period

2–1DHS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DHS vs SCHD

YTD

WisdomTreeDHS

+19.3%

SCHDSchwab

+32.3%

+19.3%Year to date+32.3%

−6.3%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.7%

3.2%Yield3.0%

$1.7BAssets$123B

3–1DHS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DHS, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

DHS0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DHS, CGDV, SCHD

3.21%highest, DHS

FundTrailing yieldYield$10k

DHS3.21%$321

SCHD2.98%$298

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DHS$321 − $38 = $283

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DHS, CGDV, SCHD

Today

34.4%most shared, DHS and SCHD

DHSCGDVSCHD

DHS—7.1%34.4%

CGDV7.1%—5.8%

SCHD34.4%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

DHSWorst drop−6.3%11.0% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DHSSCHD

+19.3%Year to date+32.3%

3.2%Yield3.0%

+25.3%Past year+38.7%

0.38%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026