DGRS vs CGDV

ADGRS

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,030DGRS

Lowest cost0.33%CGDV · $33 on $10k

Most income2.06%DGRS · $206 on $10k

Smallest drop−8.9%DGRS · worst fall in 1Y

Held in common0.0%DGRS and CGDV

DGRS

CGDV

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $393MCapital Group Dividend Value ETF · $39.5B

+16.0%3 years · per year$15,616 · $19,064+24.0%

+7.0%5 years · per year$14,030 · […][…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

2.06%12-mo yield$206 · $127 on $10k1.27%

−8.9%Worst dropSmaller wins−9.7%

15.4%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRS · CGDV

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

Held in common0.0%

End-of-day Nov 5, 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	ADGRS	WisdomTree U.S. SmallCap Quality Dividend Growth FundRead Desk		0.38%	2.06%	−3.3%	+16.2%	+19.9%	+16.0%	+7.0%	−8.9%	$393M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

Both

5Y2 funds

#			Trend
1	ADGRS	WisdomTree U.S. SmallCap Quality Dividend Growth FundRead Desk		0.38%	2.06%	−3.3%	+16.2%	+19.9%	+16.0%	+7.0%	−8.9%	$393M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

Cards for this view

DGRS vs CGDV

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

$14,030

CGDV

Capital Group Dividend Value

[…]

MeasureDGRSCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield2.06%1.27%

5 years, per year+7.0%[…]

3 years, per year+16.0%+24.0%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y15.4%13.4%

3–2measures won
CGDV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DGRS, CGDV

Today

0.0%most shared, DGRS and CGDV

DGRSCGDV

DGRS—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$168most kept, DGRS

DGRS$206 − $38 = $168

CGDV$127 − $33 = $94

KeptFee

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