DEW vs CGDV

ADEW

BCGDV

Measures won3–2DEW wins · of 6 · 5Y

$10,000 · 5Y$18,213DEW · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.04%DEW · $304 on $10k

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

Held in common5.5%DEW and CGDV

DEW

CGDV

WisdomTree Global High Dividend Fund · $169MCapital Group Dividend Value ETF · $39.5B

+22.4%3 years · per year$18,338 · $18,840+23.5%

+12.7%5 years · per year$18,213 · […][…]

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

3.04%12-mo yield$304 · $127 on $10k1.27%

−6.3%Worst dropSmaller wins−9.7%

10.1%VolatilityLower wins13.4%

3–2DEW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEW · CGDV

1.9%PM1.7%

0.9%PLD0.9%

0.8%NEE1.1%

1.5%MO0.8%

Held in common5.5%

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

All Three

5Y3 funds

#
1	ADEW	WisdomTree Global High Dividend FundRead Desk	0.58%	3.04%	−1.0%	+19.8%	+25.3%	+22.4%	+12.7%	−6.3%	$169M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	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

All Three

5Y3 funds

#
1	ADEW	WisdomTree Global High Dividend FundRead Desk	0.58%	3.04%	−1.0%	+19.8%	+25.3%	+22.4%	+12.7%	−6.3%	$169M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	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

DEW vs CGDV

DEW

WisdomTree Global High Dividend Fund

$18,213

CGDV

Capital Group Dividend Value

[…]

MeasureDEWCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield3.04%1.27%

5 years, per year+12.7%[…]

3 years, per year+22.4%+23.5%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y10.1%13.4%

3–2measures won
DEW first

5.5%

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: DEW, CGDV, SCHD

Today

17.3%most shared, DEW and SCHD

DEWCGDVSCHD

DEW—5.5%17.3%

CGDV5.5%—5.9%

SCHD17.3%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DEW$304 − $58 = $246

CGDV$127 − $33 = $94

KeptFee

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