DTH vs CGDV

ADTH

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,991DTH

Lowest cost0.33%CGDV · $33 on $10k

Most income3.90%DTH · $390 on $10k

Smallest drop−9.1%DTH · worst fall in 1Y

Held in common2.0%DTH and CGDV

DTH

CGDV

WisdomTree International High Dividend Fund · $637MCapital Group Dividend Value ETF · $38.8B

+23.2%3 years · per year$18,699 · $20,044+26.1%

+13.7%5 years · per year$18,991 · […][…]

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

3.90%12-mo yield$390 · $122 on $10k1.22%

−9.1%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDTH · CGDV

2.0%BATS.L2.5%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
1	ADTH	WisdomTree International High Dividend FundRead Desk		0.58%	3.90%	+3.0%	+14.6%	+22.4%	+23.2%	+13.7%	−9.1%	$637M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	ADTH	WisdomTree International High Dividend FundRead Desk		0.58%	3.90%	+3.0%	+14.6%	+22.4%	+23.2%	+13.7%	−9.1%	$637M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

DTH vs CGDV

DTH

WisdomTree International High Dividend Fund

$18,991

CGDV

Capital Group Dividend Value

[…]

MeasureDTHCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield3.90%1.22%

5 years, per year+13.7%[…]

3 years, per year+23.2%+26.1%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y13.4%12.6%

3–2measures won
CGDV first

2.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DTH, CGDV

Today

2.0%most shared, DTH and CGDV

DTHCGDV

DTH—2.0%

CGDV2.0%—

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

Income After Fees on $10,000

$332most kept, DTH

DTH$390 − $58 = $332

CGDV$122 − $33 = $89

KeptFee

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