DHS vs VIG

ADHS

BVIG

Measures won4–2DHS wins · of 6 · 5Y

$10,000 · 5Y$18,102DHS · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income3.19%DHS · $319 on $10k

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

Held in common12.9%DHS and VIG

DHS

VIG

WisdomTree U.S. High Dividend Fund · $1.6BVanguard Dividend Appreciation ETF · $109B

+19.8%3 years · per year$17,180 · $16,775+18.8%

+12.6%5 years · per year$18,102 · $16,638+10.7%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

3.19%12-mo yield$319 · $146 on $10k1.46%

−6.3%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins11.0%

4–2DHS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDHS · VIG

3.8%XOM3.0%

5.6%ABBV2.0%

4.7%MRK1.6%

3.1%TXN1.1%

Held in common12.9%

End-of-day Nov 9, 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%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DHS vs VIG

DHS

WisdomTree U.S. High Dividend Fund

$18,102

VIG

Vanguard Dividend Appreciation

$16,638

MeasureDHSVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield3.19%1.46%

5 years, per year+12.6%+10.7%

3 years, per year+19.8%+18.8%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y11.1%11.0%

4–2measures won
DHS first

12.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DHS, VIG, SCHD

Today

34.4%most shared, DHS and SCHD

DHSVIGSCHD

DHS—12.9%34.4%

VIG12.9%—14.5%

SCHD34.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DHS$319 − $38 = $281

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee