DTH vs CGDV

ADTH

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,508DTH · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.01%DTH · $401 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.0%DTH and CGDV

DTH

CGDV

WisdomTree International High Dividend Fund · $635MCapital Group Dividend Value ETF · $39.5B

+21.7%3 years · per year$18,010 · $18,840+23.5%

+13.1%5 years · per year$18,508 · […][…]

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

4.01%12-mo yield$401 · $127 on $10k1.27%

−9.1%Worst dropSmaller wins−9.7%

13.5%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTH · CGDV

2.0%BATS.L2.7%

Held in common2.0%

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 Three

5Y3 funds

#
1	ADTH	WisdomTree International High Dividend FundRead Desk	0.58%	4.01%	−1.4%	+11.3%	+18.7%	+21.7%	+13.1%	−9.1%	$635M
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	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADTH	WisdomTree International High Dividend FundRead Desk	0.58%	4.01%	−1.4%	+11.3%	+18.7%	+21.7%	+13.1%	−9.1%	$635M
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	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

DTH vs CGDV

DTH

WisdomTree International High Dividend Fund

$18,508

CGDV

Capital Group Dividend Value

[…]

MeasureDTHCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield4.01%1.27%

5 years, per year+13.1%[…]

3 years, per year+21.7%+23.5%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y13.5%13.4%

3–2measures won
CGDV first

2.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

Overlap: DTH, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DTHCGDVVIG

DTH—2.0%0.0%

CGDV2.0%—29.4%

VIG0.0%29.4%—

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

Income After Fees on $10,000

$343most kept, DTH

DTH$401 − $58 = $343

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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