Compare · 2 funds side by side · dividends reinvested

DES and CGDV

DESWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,530DES · best of the two

02 / 04

DES and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.26%+21.3%+24.9%+17.1%+7.8%−8.7%14.3%$2.1B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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 4, 2026 · returns include dividends · since: DES 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$14,530

DES

CGDV

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

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

DESMeasureCGDV

+21.3%Year to dateJan 1 → Nov 4+14.6%

+24.9%1 yearTotal return+17.5%

+17.1%3 years · per year$10,000 became $16,076 · $20,044+26.1%

+7.8%5 years · per year$10,000 became $14,530 · […][…]

0.38%Expense ratio$38 · $33 a year on $10k · lower is better0.33%

2.26%Trailing 12-mo yield$226 · $122 a year on $10k1.22%

−8.7%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer12.6%

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

4–3DES wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DES vs CGDV: Top 5 Holdings

Today

DES

5.5%in top 5

CGDV

in top 524.6%

DESStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DES vs CGDV Returns, Every Period

WisdomTreeDES

+24.9%

past year

CGDVCapital Group

+17.5%

past year

DESCGDVFaded: behind in that period

2–1DES wins

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

DES vs CGDV

YTD

WisdomTreeDES

+21.3%

CGDVCapital Group

+14.6%

+21.3%Year to date+14.6%

−8.7%Worst drop · 1Y−9.7%

14.3%Volatility · 1Y12.6%

2.3%Yield1.2%

$2.1BAssets$38.8B

3–1DES wins

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

Cost, Income and Risk

Fees: DES, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DES0.38%$38

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

Yields: DES, CGDV

2.26%highest, DES

FundTrailing yieldYield$10k

DES2.26%$226

CGDV1.22%$122

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

Income After Fees on $10,000

$188most kept, DES

DES$226 − $38 = $188

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DES, CGDV

Today

0.0%most shared, DES and CGDV

DESCGDV

DES—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.9%DES, at 14.3% volatility

CGDVWorst drop−9.7%12.6% vol

DESWorst drop−8.7%14.3% vol

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

Paid More vs Made More

YTD

DESCGDV

+21.3%Year to date+14.6%

2.3%Yield1.2%

+24.9%Past year+17.5%

0.38%Fee0.33%

3–1DES wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026