Compare · 2 funds side by side · dividends reinvested

DFE and CGDV

DFEWisdomTree×CGDVCapital Group×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,449DFE · best of the two

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

Story of the two · RiskSmallest drop

DFE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.3

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.05%+7.1%+13.4%+17.8%+4.5%−11.4%15.6%$161M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

DFE

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

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

CGDVMeasureDFE

+12.3%

More Ways to See the Pairs

CGDV vs DFE: Top 5 Holdings

Today

CGDV

24.0%in top 5

DFE

in top 55.3%

CGDVStockDFE

6.6%MSFTnot top 5

5.3%NVDAnot top 5

4.7%AVGOnot top 5

4.0%METAnot top 5

3.3%ORCLnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: DFE, CGDV

1Y

4.05%highest, DFE

FundTrailing yieldYield

Popular Pairs Near These Two

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%

Year to dateJan 1 → Nov 13

+7.1%

+13.2%1 yearTotal return+13.4%

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

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

0.33%Expense ratio$33 · $58 a year on $10k · lower is better0.58%

1.24%Trailing 12-mo yield$124 · $405 a year on $10k4.05%

−9.7%Worst dropSmaller is better−11.4%

13.5%VolatilityLower is calmer15.6%

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

5–2CGDV wins

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

not top 5ODL.OL1.3%

not top 5HMSO.L1.0%

not top 5PNN.L1.0%

not top 5DNLM.L1.0%

not top 5PROX.BR1.0%

Held in common0.0%

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

CGDV vs DFE Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

DFEWisdomTree

+13.4%

past year

CGDVDFEFaded: behind in that period

2–1CGDV wins

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

CGDV vs DFE

YTD

Capital GroupCGDV

+12.3%

DFEWisdomTree

+7.1%

+12.3%Year to date+7.1%

−9.7%Worst drop · 1Y−11.4%

13.5%Volatility · 1Y15.6%

1.2%Yield4.0%

$39.0BAssets$161M

3–1CGDV wins

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

$10k

DFE4.05%$405

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

CGDV$124 − $33 = $91

KeptFee

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

Return vs Bumpiness: 2 ETFs

1Y

+13.4%DFE, at 15.6% volatility

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

DFECGDV

+7.1%Year to date+12.3%

4.0%Yield1.2%

+13.4%Past year+13.2%

0.58%Fee0.33%

2–2level

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 and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two