DLN vs CGDV

ADLN

BCGDV

Measures won4–1DLN wins · of 6 · 5Y

$10,000 · 5Y$17,394DLN · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common35.5%DLN and CGDV

DLN

CGDV

WisdomTree U.S. LargeCap Dividend Fund · $6.4BCapital Group Dividend Value ETF · $39.5B

+20.1%3 years · per year$17,302 · $18,840+23.5%

+11.7%5 years · per year$17,394 · […][…]

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

1.77%12-mo yield$177 · $127 on $10k1.27%

−6.1%Worst dropSmaller wins−9.7%

9.7%VolatilityLower wins13.4%

4–1DLN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLN · CGDV

4.9%MSFT7.0%

3.5%NVDA5.7%

2.8%JPM2.2%

2.5%AAPL2.0%

Held in common35.5%

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk	0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk	0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

DLN vs CGDV

DLN

WisdomTree U.S. LargeCap Dividend Fund

$17,394

CGDV

Capital Group Dividend Value

[…]

MeasureDLNCGDV

Fee0.28%0.33%

Cost on $10k a year$28$33

Yield1.77%1.27%

5 years, per year+11.7%[…]

3 years, per year+20.1%+23.5%

Worst drop · 1Y−6.1%−9.7%

Volatility · 1Y9.7%13.4%

4–1measures won
DLN first

35.5%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DLN, CGDV, SCHD

Today

35.5%most shared, DLN and CGDV

DLNCGDVSCHD

DLN—35.5%20.8%

CGDV35.5%—5.9%

SCHD20.8%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DLN$177 − $28 = $149

CGDV$127 − $33 = $94

KeptFee

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