DLS vs CGDV

ADLS

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.65%DLS · $365 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%DLS and CGDV

DLS

CGDV

WisdomTree International SmallCap Dividend Fund · $1.0BCapital Group Dividend Value ETF · $37.9B

+18.9%3 years · per year$16,824 · $18,840+23.5%

+6.3%5 years · per year$13,598 · […][…]

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

3.65%12-mo yield$365 · $127 on $10k1.27%

−11.0%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDLS · CGDV

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

Held in common0.0%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
4	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
4	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

DLS vs CGDV

DLS

WisdomTree International SmallCap Dividend Fund

$13,598

CGDV

Capital Group Dividend Value

[…]

MeasureDLSCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield3.65%1.27%

5 years, per year+6.3%[…]

3 years, per year+18.9%+23.5%

Worst drop · 1Y−11.0%−9.7%

Volatility · 1Y14.3%13.4%

4–1measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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: DLS, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

DLSCGDVSCHDVIG

DLS—0.0%0.0%0.0%

CGDV0.0%—5.9%29.4%

SCHD0.0%5.9%—14.5%

VIG0.0%29.4%14.5%—

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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