Compare · 2 funds side by side · dividends reinvested

DFE and CGDV

DFEWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,944DFE · best of the two

02 / 04

DFE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.1

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.04%+7.2%+12.9%+20.2%+4.7%−11.4%15.2%$161M1.8

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: DFE 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $161M$12,944

DFE

CGDV

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

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

DFEMeasureCGDV

+7.2%Year to dateJan 1 → Nov 4+13.0%

+12.9%1 yearTotal return+16.1%

+20.2%3 years · per year$10,000 became $17,373 · $19,988+26.0%

+4.7%5 years · per year$10,000 became $12,606 · […][…]

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

4.04%Trailing 12-mo yield$404 · $123 a year on $10k1.23%

−11.4%Worst dropSmaller is better−9.7%

15.2%VolatilityLower is calmer12.6%

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

1–6CGDV wins

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

More Ways to See the Pairs

DFE vs CGDV: Top 5 Holdings

Today

DFE

5.6%in top 5

CGDV

in top 524.6%

DFEStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.5%ODL.OLnot top 5

1.1%BNOR.OLnot top 5

1.0%PNN.Lnot top 5

1.0%HMSO.Lnot top 5

1.0%DNO.OLnot top 5

Held in common0.0%

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

DFE vs CGDV Returns, Every Period

WisdomTreeDFE

+12.9%

past year

CGDVCapital Group

+16.1%

past year

DFECGDVFaded: behind in that period

0–3CGDV wins

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

DFE vs CGDV

YTD

WisdomTreeDFE

+7.2%

CGDVCapital Group

+13.0%

+7.2%Year to date+13.0%

−11.4%Worst drop · 1Y−9.7%

15.2%Volatility · 1Y12.6%

4.0%Yield1.2%

$161MAssets$38.8B

3–1CGDV wins

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

Cost, Income and Risk

Fees: DFE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DFE0.58%$58

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

Yields: DFE, CGDV

4.04%highest, DFE

FundTrailing yieldYield$10k

DFE4.04%$404

CGDV1.23%$123

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

Income After Fees on $10,000

$346most kept, DFE

DFE$404 − $58 = $346

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DFE, CGDV

Today

0.0%most shared, DFE and CGDV

DFECGDV

DFE—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

DFEWorst drop−11.4%15.2% vol

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

Paid More vs Made More

YTD

DFECGDV

+7.2%Year to date+13.0%

4.0%Yield1.2%

+12.9%Past year+16.1%

0.58%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026