Compare · 2 funds side by side · dividends reinvested

DEW and CGDV

DEWWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,087DEW · best of the two

02 / 04

DEW and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.03%+20.1%+25.6%+23.3%+12.6%−6.3%9.7%$170M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

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: DEW 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $170M$18,087

DEW

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

DEWMeasureCGDV

+20.1%Year to dateJan 1 → Nov 3+13.0%

+25.6%1 yearTotal return+16.1%

+23.3%3 years · per year$10,000 became $18,749 · $19,988+26.0%

+12.6%5 years · per year$10,000 became $18,087 · […][…]

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

3.03%Trailing 12-mo yield$303 · $123 a year on $10k1.23%

−6.3%Worst dropSmaller is better−9.7%

9.7%VolatilityLower is calmer12.6%

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

5–2DEW wins

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

More Ways to See the Pairs

DEW vs CGDV: Top 5 Holdings

Today

DEW

8.2%in top 5

CGDV

in top 524.1%

DEWStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common5.5%

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

DEW vs CGDV Returns, Every Period

WisdomTreeDEW

+25.6%

past year

CGDVCapital Group

+16.1%

past year

DEWCGDVFaded: behind in that period

2–1DEW wins

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

DEW vs CGDV

YTD

WisdomTreeDEW

+20.1%

CGDVCapital Group

+13.0%

+20.1%Year to date+13.0%

−6.3%Worst drop · 1Y−9.7%

9.7%Volatility · 1Y12.6%

3.0%Yield1.2%

$170MAssets$38.8B

4–0DEW wins

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

Cost, Income and Risk

Fees: DEW, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DEW0.58%$58

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

Yields: DEW, CGDV

3.03%highest, DEW

FundTrailing yieldYield$10k

DEW3.03%$303

CGDV1.23%$123

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

Income After Fees on $10,000

$245most kept, DEW

DEW$303 − $58 = $245

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DEW, CGDV

Today

5.5%most shared, DEW and CGDV

DEWCGDV

DEW—5.5%

CGDV5.5%—

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

Return vs Bumpiness: 2 ETFs

+25.6%DEW, at 9.7% volatility

DEWWorst drop−6.3%9.7% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

DEWCGDV

+20.1%Year to date+13.0%

3.0%Yield1.2%

+25.6%Past year+16.1%

0.58%Fee0.33%

3–1DEW 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