Compare · 3 funds side by side · dividends reinvested

CGDV, WCME and VT

CGDVCapital Group×WCMEFirst Trust×VTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,649VT · best of the three

02 / 04

CGDV, WCME and VT, 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%$37.9B1.4

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.5

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$35M3.0

Rank among the three1st → 3rdFee, 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: CGDV 2022 · WCME 2020 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$15,649

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

VTMeasureCGDV

+8.5%Year to dateJan 1 → Nov 6+9.6%

+10.4%1 yearTotal return+12.9%

+20.7%3 years · per year$10,000 became $17,563 · $18,840+23.5%

+9.4%5 years · per year$10,000 became $15,649 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

1.59%Trailing 12-mo yield$159 · $127 a year on $10k1.27%

−9.7%Worst dropSmaller is better−9.7%

14.7%VolatilityLower is calmer13.4%

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

2–4CGDV wins

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

More Ways to See the Pairs

VT vs CGDV: Top 5 Holdings

Today

15.6%in top 5

CGDV

in top 523.9%

VTStockCGDV

3.2%MSFT7.0%

4.5%NVDA5.7%

4.1%AAPLnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.0%AMZNnot top 5

1.7%GOOGLnot top 5

Held in common24.5%

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

VT vs CGDV Returns, Every Period

VanguardVT

+10.4%

past year

CGDVCapital Group

+12.9%

past year

VTCGDVFaded: behind in that period

0–3CGDV wins

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

International vs Income: VT vs CGDV

YTD

VanguardVT

+8.5%

CGDVCapital Group

+9.6%

+8.5%Year to date+9.6%

−9.7%Worst drop · 1Y−9.7%

14.7%Volatility · 1Y13.4%

1.6%Yield1.3%

$81.8BAssets$37.9B

2–1CGDV wins

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

Cost, Income and Risk

Fees: CGDV, WCME, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

CGDV0.33%$33

WCME0.95%$95

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

Yields: CGDV, WCME, VT

1.59%highest, VT

FundTrailing yieldYield$10k

VT1.59%$159

CGDV1.27%$127

WCME0.39%$39

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

CGDV$127 − $33 = $94

WCME$39 − $95 = −$56

KeptFee

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

Overlap: CGDV, WCME, VT

Today

24.5%most shared, CGDV and VT

CGDVWCMEVT

CGDV—0.0%24.5%

WCME0.0%—4.2%

VT24.5%4.2%—

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

Return vs Bumpiness: 3 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

VTWorst drop−9.7%14.7% vol

WCMEWorst drop−17.3%25.5% vol

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

Paid More vs Made More

YTD

VTCGDV

+8.5%Year to date+9.6%

1.6%Yield1.3%

+10.4%Past year+12.9%

0.06%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026