DEW vs CGDV

ADEW

BCGDV

Measures won3–2DEW wins · of 6 · 5Y

$10,000 · 5Y$18,685DEW

Lowest cost0.33%CGDV · $33 on $10k

Most income2.97%DEW · $297 on $10k

Smallest drop−6.3%DEW · worst fall in 1Y

Held in common5.4%DEW and CGDV

DEW

CGDV

WisdomTree Global High Dividend Fund · $170MCapital Group Dividend Value ETF · $39.0B

+23.9%3 years · per year$19,002 · $20,044+26.1%

+13.3%5 years · per year$18,685 · […][…]

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

2.97%12-mo yield$297 · $122 on $10k1.22%

−6.3%Worst dropSmaller wins−9.7%

9.9%VolatilityLower wins12.6%

3–2DEW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEW · CGDV

1.9%PM1.7%

0.9%PLD0.9%

0.8%NEE1.0%

1.5%MO0.8%

Held in common5.4%

End-of-day Nov 4, 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	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	2.97%	+2.3%	+22.8%	+28.8%	+23.9%	+13.3%	−6.3%	$170M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	2.97%	+2.3%	+22.8%	+28.8%	+23.9%	+13.3%	−6.3%	$170M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEW vs CGDV

DEW

WisdomTree Global High Dividend Fund

$18,685

CGDV

Capital Group Dividend Value

[…]

MeasureDEWCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield2.97%1.22%

5 years, per year+13.3%[…]

3 years, per year+23.9%+26.1%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y9.9%12.6%

3–2measures won
DEW first

5.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DEW, CGDV

Today

5.4%most shared, DEW and CGDV

DEWCGDV

DEW—5.4%

CGDV5.4%—

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

Income After Fees on $10,000

$239most kept, DEW

DEW$297 − $58 = $239

CGDV$122 − $33 = $89

KeptFee

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