DON vs CGDV

ADON

BCGDV

Measures won3–2DON wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · DON $14,804

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.0%DON and CGDV

DON

CGDV

WisdomTree U.S. MidCap Dividend Fund · $4.0BCapital Group Dividend Value ETF · $38.8B

+16.6%3 years · per year$15,858 · $19,988+26.0%

+8.2%5 years · per year$14,804 · […][…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

1.90%12-mo yield$190 · $123 on $10k1.23%

−9.1%Worst dropSmaller wins−9.7%

12.0%VolatilityLower wins12.6%

3–2DON wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · CGDV

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

Held in common0.0%

End-of-day Nov 3, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.90%	−0.4%	+13.7%	+16.3%	+16.6%	+8.2%	−9.1%	$4.0B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.90%	−0.4%	+13.7%	+16.3%	+16.6%	+8.2%	−9.1%	$4.0B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

DON vs CGDV

DON

WisdomTree U.S. MidCap Dividend Fund

$14,804

CGDV

Capital Group Dividend Value

[…]

MeasureDONCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield1.90%1.23%

5 years, per year+8.2%[…]

3 years, per year+16.6%+26.0%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.0%12.6%

3–2measures won
DON first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DON, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

DONCGDVSCHD

DON—0.0%4.3%

CGDV0.0%—5.7%

SCHD4.3%5.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DON$190 − $38 = $152

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee