DHS vs CGDV

ADHS

BCGDV

Measures won3–2DHS wins · of 6 · 5Y

$10,000 · 5Y$17,970DHS · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.23%DHS · $323 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 · $37.9B

+20.2%3 years · per year$17,372 · $18,840+23.5%

+12.4%5 years · per year$17,970 · […][…]

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

3.23%12-mo yield$323 · $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%CMCSA3.2%

4.2%XOM1.2%

Held in common7.2%

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.23%	−0.6%	+18.5%	+23.9%	+20.2%	+12.4%	−6.3%	$1.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.23%	−0.6%	+18.5%	+23.9%	+20.2%	+12.4%	−6.3%	$1.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

DHS vs CGDV

DHS

WisdomTree U.S. High Dividend Fund

$17,970

CGDV

Capital Group Dividend Value

[…]

MeasureDHSCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield3.23%1.27%

5 years, per year+12.4%[…]

3 years, per year+20.2%+23.5%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y11.0%13.4%

3–2measures won
DHS first

7.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: DHS, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DHSCGDVVIG

DHS—7.2%12.9%

CGDV7.2%—29.4%

VIG12.9%29.4%—

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

Income After Fees on $10,000

$285most kept, DHS

DHS$323 − $38 = $285

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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