DIM vs CGDV

ADIM

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · DIM $15,053

Lowest cost0.04%VIG · $4 on $10k

Most income3.07%DIM · $307 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%DIM and CGDV

DIM

CGDV

WisdomTree International MidCap Dividend Fund · $159MCapital Group Dividend Value ETF · $39.5B

+20.5%3 years · per year$17,507 · $19,064+24.0%

+8.5%5 years · per year$15,053 · […][…]

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

3.07%12-mo yield$307 · $127 on $10k1.27%

−10.6%Worst dropSmaller wins−9.7%

13.9%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIM · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.07%	−2.1%	+9.7%	+16.2%	+20.5%	+8.5%	−10.6%	$159M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.07%	−2.1%	+9.7%	+16.2%	+20.5%	+8.5%	−10.6%	$159M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

DIM vs CGDV

DIM

WisdomTree International MidCap Dividend Fund

$15,053

CGDV

Capital Group Dividend Value

[…]

MeasureDIMCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield3.07%1.27%

5 years, per year+8.5%[…]

3 years, per year+20.5%+24.0%

Worst drop · 1Y−10.6%−9.7%

Volatility · 1Y13.9%13.4%

4–1measures won
CGDV first

0.0%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIM, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DIMCGDVVIG

DIM—0.0%0.0%

CGDV0.0%—29.5%

VIG0.0%29.5%—

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

Income After Fees on $10,000

$249most kept, DIM

DIM$307 − $58 = $249

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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