DLN vs CGDV

ADLN

BCGDV

Measures won4–1DLN wins · of 6 · 5Y

$10,000 · 5Y$18,210DLN

Lowest cost0.28%DLN · $28 on $10k

Most income1.71%DLN · $171 on $10k

Smallest drop−6.1%DLN · worst fall in 1Y

Held in common35.4%DLN and CGDV

DLN

CGDV

WisdomTree U.S. LargeCap Dividend Fund · $6.4BCapital Group Dividend Value ETF · $39.0B

+22.0%3 years · per year$18,151 · $20,044+26.1%

+12.7%5 years · per year$18,210 · […][…]

0.28%Expense ratio$28 · $33 on $10k · lower wins0.33%

1.71%12-mo yield$171 · $122 on $10k1.22%

−6.1%Worst dropSmaller wins−9.7%

9.0%VolatilityLower wins12.6%

4–1DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · CGDV

4.9%MSFT6.6%

3.5%NVDA6.3%

2.8%JPM2.1%

1.9%META3.8%

Held in common35.4%

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

DLN vs CGDV

DLN

WisdomTree U.S. LargeCap Dividend Fund

$18,210

CGDV

Capital Group Dividend Value

[…]

MeasureDLNCGDV

Fee0.28%0.33%

Cost on $10k a year$28$33

Yield1.71%1.22%

5 years, per year+12.7%[…]

3 years, per year+22.0%+26.1%

Worst drop · 1Y−6.1%−9.7%

Volatility · 1Y9.0%12.6%

4–1measures won
DLN first

35.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DLN, CGDV

Today

35.4%most shared, DLN and CGDV

DLNCGDV

DLN—35.4%

CGDV35.4%—

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

Income After Fees on $10,000

$143most kept, DLN

DLN$171 − $28 = $143

CGDV$122 − $33 = $89

KeptFee

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