DON vs CGDV

ADON

BCGDV

Measures won3–2DON wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · DON $15,346

Lowest cost0.04%VIG · $4 on $10k

Most income1.87%DON · $187 on $10k

Smallest drop−7.9%VIG · 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 · $39.0B

+16.8%3 years · per year$15,949 · $20,044+26.1%

+8.9%5 years · per year$15,346 · […][…]

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

1.87%12-mo yield$187 · $122 on $10k1.22%

−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 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B
3	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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B
3	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

DON vs CGDV

DON

WisdomTree U.S. MidCap Dividend Fund

$15,346

CGDV

Capital Group Dividend Value

[…]

MeasureDONCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield1.87%1.22%

5 years, per year+8.9%[…]

3 years, per year+16.8%+26.1%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.0%12.6%

3–2measures won
DON 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

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

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

Overlap: DON, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DONCGDVVIG

DON—0.0%3.2%

CGDV0.0%—29.4%

VIG3.2%29.4%—

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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