Compare · 2 funds side by side · dividends reinvested

WCEO and CGDV

WCEOHypatia Capital×CGDVCapital Group×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,840CGDV · best of the two

02 / 04

WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.4

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

WCEO

Hypatia Women CEO ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CGDVMeasureWCEO

+9.6%Year to dateJan 1 → Nov 6+16.7%

+12.9%1 yearTotal return+20.1%

+23.5%3 years · per year$10,000 became $18,840 · $16,677+18.6%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $85 a year on $10k · lower is better0.85%

1.27%Trailing 12-mo yield$127 · $55 a year on $10k0.55%

−9.7%Worst dropSmaller is better−7.3%

13.4%VolatilityLower is calmer14.3%

CGDVWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs WCEO: Top 5 Holdings

Today

CGDV

23.9%in top 5

WCEO

in top 58.1%

CGDVStockWCEO

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5CLX1.7%

not top 5TR1.6%

not top 5ACI1.6%

not top 5KMI1.6%

not top 5MPC1.5%

Held in common0.7%

End-of-day Nov 6, 2026 · share of each fund

CGDV vs WCEO Returns, Every Period

Capital GroupCGDV

+12.9%

past year

WCEOHypatia Capital

+20.1%

past year

CGDVWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: CGDV vs WCEO

YTD

Capital GroupCGDV

+9.6%

WCEOHypatia Capital

+16.7%

+9.6%Year to date+16.7%

−9.7%Worst drop · 1Y−7.3%

13.4%Volatility · 1Y14.3%

1.3%Yield0.5%

$39.5BAssets$14.0M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WCEO, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WCEO, CGDV

1.27%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.27%$127

WCEO0.55%$55

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: WCEO, CGDV

Today

0.7%most shared, WCEO and CGDV

WCEOCGDV

WCEO—0.7%

CGDV0.7%—

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

Return vs Bumpiness: 2 ETFs

+20.1%WCEO, at 14.3% volatility

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGDVWCEO

+9.6%Year to date+16.7%

1.3%Yield0.5%

+12.9%Past year+20.1%

0.33%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026