Compare · 3 funds side by side · dividends reinvested

DEM, CGDV and VIG

DEMWisdomTree×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

DEM, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.38%+17.5%+19.1%+18.3%+9.5%−7.9%15.1%$4.0B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DEM 2007 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,726

DEM

CGDV

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

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

DEMMeasureCGDV

+17.5%Year to dateJan 1 → Nov 4+14.6%

+19.1%1 yearTotal return+17.5%

+18.3%3 years · per year$10,000 became $16,564 · $20,044+26.1%

+9.5%5 years · per year$10,000 became $15,726 · […][…]

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

3.38%Trailing 12-mo yield$338 · $122 a year on $10k1.22%

−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 4, 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 524.6%

DEMStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

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 4, 2026 · share of each fund

DEM vs CGDV Returns, Every Period

WisdomTreeDEM

+19.1%

past year

CGDVCapital Group

+17.5%

past year

DEMCGDVFaded: behind in that period

2–1DEM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DEM vs VIG

YTD

WisdomTreeDEM

+17.5%

VIGVanguard

+16.4%

+17.5%Year to date+16.4%

−7.9%Worst drop · 1Y−7.9%

15.1%Volatility · 1Y10.2%

3.4%Yield1.4%

$4.0BAssets$109B

2–1DEM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DEM0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DEM, CGDV, VIG

3.38%highest, DEM

FundTrailing yieldYield$10k

DEM3.38%$338

VIG1.44%$144

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$275most kept, DEM

DEM$338 − $63 = $275

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DEM, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DEMCGDVVIG

DEM—0.0%0.0%

CGDV0.0%—29.4%

VIG0.0%29.4%—

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

Return vs Bumpiness: 3 ETFs

+19.1%DEM, at 15.1% volatility

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

DEMWorst drop−7.9%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DEMVIG

+17.5%Year to date+16.4%

3.4%Yield1.4%

+19.1%Past year+18.9%

0.63%Fee0.04%

3–1DEM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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