DHS vs CGDV

ADHS

BCGDV

Measures won3–2DHS wins · of 6 · 5Y

$10,000 · 5Y$18,037DHS · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.21%DHS · $321 on $10k

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

Held in common7.1%DHS and CGDV

DHS

CGDV

WisdomTree U.S. High Dividend Fund · $1.7BCapital Group Dividend Value ETF · $39.0B

+20.6%3 years · per year$17,550 · $19,064+24.0%

+12.5%5 years · per year$18,037 · […][…]

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

3.21%12-mo yield$321 · $127 on $10k1.27%

−6.3%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins13.4%

3–2DHS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDHS · CGDV

5.6%ABBV1.9%

3.5%PM1.7%

1.6%CMCSA3.1%

4.2%XOM1.2%

Held in common7.1%

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

All Three

5Y3 funds

#
1	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.21%	−2.2%	+19.3%	+25.3%	+20.6%	+12.5%	−6.3%	$1.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	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

All Three

5Y3 funds

#
1	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.21%	−2.2%	+19.3%	+25.3%	+20.6%	+12.5%	−6.3%	$1.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	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

DHS vs CGDV

DHS

WisdomTree U.S. High Dividend Fund

$18,037

CGDV

Capital Group Dividend Value

[…]

MeasureDHSCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield3.21%1.27%

5 years, per year+12.5%[…]

3 years, per year+20.6%+24.0%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y11.0%13.4%

3–2measures won
DHS first

7.1%

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: DHS, CGDV, SCHD

Today

34.4%most shared, DHS and SCHD

DHSCGDVSCHD

DHS—7.1%34.4%

CGDV7.1%—5.8%

SCHD34.4%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DHS$321 − $38 = $283

CGDV$127 − $33 = $94

KeptFee

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