Compare · 3 funds side by side · dividends reinvested

DEM, CGDV and VYM

DEMWisdomTree×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

DEM, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.41%+16.4%+17.5%+17.5%+9.7%−7.9%15.2%$4.0B2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DEM 2007 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,877

DEM

CGDV

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

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

DEMMeasureCGDV

+16.4%Year to dateJan 1 → Nov 6+9.6%

+17.5%1 yearTotal return+12.9%

+17.5%3 years · per year$10,000 became $16,234 · $18,840+23.5%

+9.7%5 years · per year$10,000 became $15,877 · […][…]

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

3.41%Trailing 12-mo yield$341 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.7%

15.2%VolatilityLower is calmer13.4%

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

4–3DEM wins

End-of-day Nov 6, 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 523.9%

DEMStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

4.1%0939.HKnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

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 6, 2026 · share of each fund

DEM vs CGDV Returns, Every Period

WisdomTreeDEM

+17.5%

past year

CGDVCapital Group

+12.9%

past year

DEMCGDVFaded: behind in that period

2–1DEM wins

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

DEM vs VYM

YTD

WisdomTreeDEM

+16.4%

VYMVanguard

+12.8%

+16.4%Year to date+12.8%

−7.9%Worst drop · 1Y−6.7%

15.2%Volatility · 1Y10.6%

3.4%Yield2.3%

$4.0BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: DEM, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

DEM0.63%$63

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

Yields: DEM, CGDV, VYM

3.41%highest, DEM

FundTrailing yieldYield$10k

DEM3.41%$341

VYM2.31%$231

CGDV1.27%$127

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

Income After Fees on $10,000

$278most kept, DEM

DEM$341 − $63 = $278

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DEM, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DEMCGDVVYM

DEM—0.0%0.0%

CGDV0.0%—22.8%

VYM0.0%22.8%—

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

Return vs Bumpiness: 3 ETFs

+17.5%DEM, at 15.2% volatility

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

DEMWorst drop−7.9%15.2% vol

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

Paid More vs Made More

YTD

DEMVYM

+16.4%Year to date+12.8%

3.4%Yield2.3%

+17.5%Past year+16.5%

0.63%Fee0.04%

3–1DEM wins

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