Compare · 2 funds side by side · dividends reinvested

DEM and CGDV

DEMWisdomTree×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,383DEM · best of the two

02 / 04

DEM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.42%+16.1%+18.2%+18.0%+9.0%−7.9%15.1%$4.0B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DEM 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,383

DEM

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEMMeasureCGDV

+16.1%Year to dateJan 1 → Nov 3+13.0%

+18.2%1 yearTotal return+16.1%

+18.0%3 years · per year$10,000 became $16,448 · $19,988+26.0%

+9.0%5 years · per year$10,000 became $15,383 · […][…]

0.63%Expense ratio$63 · $33 a year on $10k · lower is better0.33%

3.42%Trailing 12-mo yield$342 · $123 a year on $10k1.23%

−7.9%Worst dropSmaller is better−9.7%

15.1%VolatilityLower is calmer12.6%

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

4–3DEM wins

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

More Ways to See the Pairs

DEM vs CGDV: Top 5 Holdings

Today

DEM

13.8%in top 5

CGDV

in top 524.1%

DEMStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

4.1%0939.HKnot top 5

not top 5META3.8%

not top 5RTX3.3%

2.8%2454.TWnot top 5

2.5%1398.HKnot top 5

2.2%GFNORTEOnot top 5

2.2%000333.Snot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DEM vs CGDV Returns, Every Period

WisdomTreeDEM

+18.2%

past year

CGDVCapital Group

+16.1%

past year

DEMCGDVFaded: behind in that period

2–1DEM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DEM vs CGDV

YTD

WisdomTreeDEM

+16.1%

CGDVCapital Group

+13.0%

+16.1%Year to date+13.0%

−7.9%Worst drop · 1Y−9.7%

15.1%Volatility · 1Y12.6%

3.4%Yield1.2%

$4.0BAssets$38.8B

3–1DEM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DEM0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DEM, CGDV

3.42%highest, DEM

FundTrailing yieldYield$10k

DEM3.42%$342

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$279most kept, DEM

DEM$342 − $63 = $279

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DEM, CGDV

Today

0.0%most shared, DEM and CGDV

DEMCGDV

DEM—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%DEM, at 15.1% volatility

CGDVWorst drop−9.7%12.6% vol

DEMWorst drop−7.9%15.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DEMCGDV

+16.1%Year to date+13.0%

3.4%Yield1.2%

+18.2%Past year+16.1%

0.63%Fee0.33%

3–1DEM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026