Compare · 3 funds side by side · dividends reinvested

DLN, CGDV and SCHD

DLNWisdomTree×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,394DLN · best of the three

02 / 04

DLN, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.77%+13.2%+16.0%+20.1%+11.7%−6.1%9.7%$6.4B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: DLN 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,394

DLN

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

DLNMeasureCGDV

+13.2%Year to dateJan 1 → Nov 6+9.6%

+16.0%1 yearTotal return+12.9%

+20.1%3 years · per year$10,000 became $17,302 · $18,840+23.5%

+11.7%5 years · per year$10,000 became $17,394 · […][…]

0.28%Expense ratio$28 · $33 a year on $10k · lower is better0.33%

1.77%Trailing 12-mo yield$177 · $127 a year on $10k1.27%

−6.1%Worst dropSmaller is better−9.7%

9.7%VolatilityLower is calmer13.4%

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

6–1DLN wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DLN vs CGDV: Top 5 Holdings

Today

DLN

16.2%in top 5

CGDV

in top 523.9%

DLNStockCGDV

4.9%MSFT7.0%

3.5%NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.8%JPMnot top 5

2.5%AAPLnot top 5

2.4%XOMnot top 5

Held in common35.5%

End-of-day Nov 6, 2026 · share of each fund

DLN vs CGDV Returns, Every Period

WisdomTreeDLN

+16.0%

past year

CGDVCapital Group

+12.9%

past year

DLNCGDVFaded: behind in that period

2–1DLN wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DLN vs SCHD

YTD

WisdomTreeDLN

+13.2%

SCHDSchwab

+31.4%

+13.2%Year to date+31.4%

−6.1%Worst drop · 1Y−6.9%

9.7%Volatility · 1Y11.7%

1.8%Yield3.0%

$6.4BAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLN, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DLN0.28%$28

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DLN, CGDV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DLN1.77%$177

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DLN$177 − $28 = $149

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DLN, CGDV, SCHD

Today

35.5%most shared, DLN and CGDV

DLNCGDVSCHD

DLN—35.5%20.8%

CGDV35.5%—5.9%

SCHD20.8%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DLNWorst drop−6.1%9.7% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDLN

+31.4%Year to date+13.2%

3.0%Yield1.8%

+37.0%Past year+16.0%

0.06%Fee0.28%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026