Compare · 3 funds side by side · dividends reinvested

DFE, CGDV and VYM

DFEWisdomTree×CGDVCapital Group×VYMVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,262VYM · best of the three

Story of the three · IncomeMost incomeDFE · 4.05% · $405 a year on $10k

Story of the three · RiskSmallest drop

DFE, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+18.3%+20.4%+11.5%−6.7%10.8%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B2.1

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.05%+7.1%+13.4%+17.8%+4.5%−11.4%15.6%$161M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFE 2006 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Europe SmallCap Dividend Fund · $161M$12,449

DFE

CGDV

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

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

DFEMeasure

More Ways to See the Pairs

DFE vs CGDV: Top 5 Holdings

Today

DFE

5.3%in top 5

CGDV

in top 524.0%

DFEStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL3.3%

Cost, Income and Risk

Fees: DFE, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

DFE0.58%$58

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFE, CGDV, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

CGDV

+7.1%Year to dateJan 1 → Nov 13+12.3%

+13.4%1 yearTotal return+13.2%

+17.8%3 years · per year$10,000 became $16,361 · $18,844+23.5%

+4.5%5 years · per year$10,000 became $12,449 · […][…]

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

4.05%Trailing 12-mo yield$405 · $124 a year on $10k1.24%

−11.4%Worst dropSmaller is better−9.7%

15.6%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%ODL.OLnot top 5

1.0%HMSO.Lnot top 5

1.0%PNN.Lnot top 5

1.0%DNLM.Lnot top 5

1.0%PROX.BRnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFE vs CGDV Returns, Every Period

1Y

WisdomTreeDFE

+13.4%

past year

CGDVCapital Group

+13.2%

past year

DFECGDVFaded: behind in that period

1–2CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFE vs VYM

YTD

WisdomTreeDFE

+7.1%

VYMVanguard

+17.0%

+7.1%Year to date+17.0%

−11.4%Worst drop · 1Y−6.7%

15.6%Volatility · 1Y10.8%

4.0%Yield2.2%

$161MAssets$78.9B

3–1VYM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

4.05%highest, DFE

FundTrailing yieldYield$10k

DFE4.05%$405

VYM2.23%$223

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$347most kept, DFE

DFE$405 − $58 = $347

VYM$223 − $4 = $219

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFE, CGDV, VYM

Today

23.2%most shared, CGDV and VYM

DFECGDVVYM

DFE—0.0%0.0%

CGDV0.0%—23.2%

VYM0.0%23.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.3%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

DFEWorst drop−11.4%15.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFEVYM

+7.1%Year to date+17.0%

4.0%Yield2.2%

+13.4%Past year+18.3%

0.58%Fee0.04%

3–1VYM wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFE, CGDV and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three