CGDV vs DLS

ACGDV

BDLS

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$13,598DLS

Lowest cost0.33%CGDV · $33 on $10k

Most income3.65%DLS · $365 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%CGDV and DLS

CGDV

DLS

Capital Group Dividend Value ETF · $39.5BWisdomTree International SmallCap Dividend Fund · $1.0B

+23.5%3 years · per year$18,840 · $16,824+18.9%

[…]5 years · per year[…] · $13,598+6.3%

0.33%Expense ratio$33 · $58 on $10k · lower wins0.58%

1.27%12-mo yield$127 · $365 on $10k3.65%

−9.7%Worst dropSmaller wins−11.0%

13.4%VolatilityLower wins14.3%

4–1CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · DLS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDLS	WisdomTree International SmallCap Dividend FundRead Desk		0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDLS	WisdomTree International SmallCap Dividend FundRead Desk		0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs DLS

CGDV

Capital Group Dividend Value

[…]

DLS

WisdomTree International SmallCap Dividend Fund

$13,598

MeasureCGDVDLS

Fee0.33%0.58%

Cost on $10k a year$33$58

Yield1.27%3.65%

5 years, per year[…]+6.3%

3 years, per year+23.5%+18.9%

Worst drop · 1Y−9.7%−11.0%

Volatility · 1Y13.4%14.3%

4–1measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CGDV, DLS

Today

0.0%most shared, CGDV and DLS

CGDVDLS

CGDV—0.0%

DLS0.0%—

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

CGDV$127 − $33 = $94

KeptFee

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