DGRW vs CGDV

ADGRW

BCGDV

Measures won3–1DGRW wins · of 6 · 5Y

$10,000 · 5Y$16,887DGRW

Lowest cost0.28%DGRW · $28 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−8.3%DGRW · worst fall in 1Y

Held in common36.1%DGRW and CGDV

DGRW

CGDV

WisdomTree U.S. Quality Dividend Growth Fund · $16.9BCapital Group Dividend Value ETF · $39.0B

+17.2%3 years · per year$16,106 · $19,064+24.0%

+11.0%5 years · per year$16,887 · […][…]

0.28%Expense ratio$28 · $33 on $10k · lower wins0.33%

1.27%12-mo yield$127 · $127 on $10k1.27%

−8.3%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins13.4%

3–1DGRW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRW · CGDV

7.8%MSFT7.0%

7.9%NVDA6.1%

3.1%META3.8%

2.0%ORCL2.8%

Held in common36.1%

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	ADGRW	WisdomTree U.S. Quality Dividend Growth FundRead Desk		0.28%	1.27%	−3.6%	+8.9%	+10.5%	+17.2%	+11.0%	−8.3%	$16.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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	ADGRW	WisdomTree U.S. Quality Dividend Growth FundRead Desk		0.28%	1.27%	−3.6%	+8.9%	+10.5%	+17.2%	+11.0%	−8.3%	$16.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

DGRW vs CGDV

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

$16,887

CGDV

Capital Group Dividend Value

[…]

MeasureDGRWCGDV

Fee0.28%0.33%

Cost on $10k a year$28$33

Yield1.27%1.27%

5 years, per year+11.0%[…]

3 years, per year+17.2%+24.0%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y11.2%13.4%

3–1measures won
DGRW first

36.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DGRW, CGDV

Today

36.1%most shared, DGRW and CGDV

DGRWCGDV

DGRW—36.1%

CGDV36.1%—

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

Income After Fees on $10,000

$99most kept, DGRW

DGRW$127 − $28 = $99

CGDV$127 − $33 = $94

KeptFee

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