DLS vs DGRO

ADLS

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · JEPI $14,635

Lowest cost0.08%DGRO · $8 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%DLS and DGRO

DLS

DGRO

WisdomTree International SmallCap Dividend Fund · $1.0BiShares Core Dividend Growth ETF · $46.1B

+20.9%3 years · per year$17,659 · $18,408+22.6%

+7.1%5 years · per year$14,081 · $17,573+11.9%

0.58%Expense ratio$58 · $8 on $10k · lower wins0.08%

3.53%12-mo yield$353 · $181 on $10k1.81%

−11.0%Worst dropSmaller wins−6.5%

14.0%VolatilityLower wins9.7%

1–5DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLS · DGRO

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B

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

DLS vs DGRO

DLS

WisdomTree International SmallCap Dividend Fund

$14,081

DGRO

iShares Core Dividend Growth

$17,573

MeasureDLSDGRO

Fee0.58%0.08%

Cost on $10k a year$58$8

Yield3.53%1.81%

5 years, per year+7.1%+11.9%

3 years, per year+20.9%+22.6%

Worst drop · 1Y−11.0%−6.5%

Volatility · 1Y14.0%9.7%

5–1measures won
DGRO first

0.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: DLS, DGRO, JEPI

Today

34.1%most shared, DGRO and JEPI

DLSDGROJEPI

DLS—0.0%0.0%

DGRO0.0%—34.1%

JEPI0.0%34.1%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DLS$353 − $58 = $295

DGRO$181 − $8 = $173

KeptFee

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