Compare · 3 funds side by side · dividends reinvested

DFE, CGDV and VIG

DFEWisdomTree×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

DFE, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.1

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.03%+7.4%+15.8%+19.3%+4.6%−11.4%15.3%$161M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFE 2006 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $161M$12,541

DFE

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

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

DFEMeasureCGDV

+7.4%Year to dateJan 1 → Nov 5+9.7%

+15.8%1 yearTotal return+13.2%

+19.3%3 years · per year$10,000 became $16,983 · $19,064+24.0%

+4.6%5 years · per year$10,000 became $12,541 · […][…]

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

4.03%Trailing 12-mo yield$403 · $127 a year on $10k1.27%

−11.4%Worst dropSmaller is better−9.7%

15.3%VolatilityLower is calmer13.4%

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

2–5CGDV wins

End-of-day Nov 5, 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 524.4%

DFEStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

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 5, 2026 · share of each fund

DFE vs CGDV Returns, Every Period

WisdomTreeDFE

+15.8%

past year

CGDVCapital Group

+13.2%

past year

DFECGDVFaded: behind in that period

1–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFE vs VIG

YTD

WisdomTreeDFE

+7.4%

VIGVanguard

+12.5%

+7.4%Year to date+12.5%

−11.4%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.8%

4.0%Yield1.5%

$161MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFE, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DFE0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFE, CGDV, VIG

4.03%highest, DFE

FundTrailing yieldYield$10k

DFE4.03%$403

VIG1.49%$149

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$345most kept, DFE

DFE$403 − $58 = $345

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFE, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DFECGDVVIG

DFE—0.0%0.0%

CGDV0.0%—29.5%

VIG0.0%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%DFE, at 15.3% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

DFEWorst drop−11.4%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFEVIG

+7.4%Year to date+12.5%

4.0%Yield1.5%

+15.8%Past year+15.2%

0.58%Fee0.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026