DHS vs CGDV

ADHS

BCGDV

Measures won3–2DHS wins · of 6 · 5Y

$10,000 · 5Y$18,540DHS

Lowest cost0.33%CGDV · $33 on $10k

Most income3.14%DHS · $314 on $10k

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

Held in common7.2%DHS and CGDV

DHS

CGDV

WisdomTree U.S. High Dividend Fund · $1.7BCapital Group Dividend Value ETF · $38.8B

+21.7%3 years · per year$18,047 · $20,044+26.1%

+13.1%5 years · per year$18,540 · […][…]

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

3.14%12-mo yield$314 · $122 on $10k1.22%

−6.3%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins12.6%

3–2DHS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDHS · CGDV

5.6%ABBV1.9%

3.5%PM1.7%

1.6%CMCSA3.0%

4.2%XOM1.2%

Held in common7.2%

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.14%	+1.8%	+21.9%	+28.1%	+21.7%	+13.1%	−6.3%	$1.7B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.14%	+1.8%	+21.9%	+28.1%	+21.7%	+13.1%	−6.3%	$1.7B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

DHS vs CGDV

DHS

WisdomTree U.S. High Dividend Fund

$18,540

CGDV

Capital Group Dividend Value

[…]

MeasureDHSCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield3.14%1.22%

5 years, per year+13.1%[…]

3 years, per year+21.7%+26.1%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y10.8%12.6%

3–2measures won
DHS first

7.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DHS, CGDV

Today

7.2%most shared, DHS and CGDV

DHSCGDV

DHS—7.2%

CGDV7.2%—

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

Income After Fees on $10,000

$276most kept, DHS

DHS$314 − $38 = $276

CGDV$122 − $33 = $89

KeptFee

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