Compare · 3 funds side by side · dividends reinvested

DFJ, CGDV and VIG

DFJWisdomTree×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

DFJ, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.49%+16.8%+25.2%+20.9%+11.2%−13.0%17.5%$435M1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.3

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: DFJ 2006 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $435M$16,162

DFJ

CGDV

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

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

DFJMeasureCGDV

+16.8%Year to dateJan 1 → Nov 5+14.6%

+25.2%1 yearTotal return+17.5%

+20.9%3 years · per year$10,000 became $17,692 · $20,044+26.1%

+11.2%5 years · per year$10,000 became $17,038 · […][…]

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

2.49%Trailing 12-mo yield$249 · $122 a year on $10k1.22%

−13.0%Worst dropSmaller is better−9.7%

17.5%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

DFJ vs CGDV: Top 5 Holdings

Today

DFJ

2.5%in top 5

CGDV

in top 524.4%

DFJStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

0.6%4114.Tnot top 5

0.5%1961.Tnot top 5

0.5%9076.Tnot top 5

0.5%4401.Tnot top 5

0.5%7278.Tnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFJ vs CGDV Returns, Every Period

WisdomTreeDFJ

+25.2%

past year

CGDVCapital Group

+17.5%

past year

DFJCGDVFaded: behind in that period

2–1DFJ wins

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

DFJ vs VIG

YTD

WisdomTreeDFJ

+16.8%

VIGVanguard

+16.4%

+16.8%Year to date+16.4%

−13.0%Worst drop · 1Y−7.9%

17.5%Volatility · 1Y10.2%

2.5%Yield1.4%

$435MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DFJ, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DFJ0.58%$58

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

Yields: DFJ, CGDV, VIG

2.49%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.49%$249

VIG1.44%$144

CGDV1.22%$122

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

Income After Fees on $10,000

$191most kept, DFJ

DFJ$249 − $58 = $191

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DFJ, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DFJCGDVVIG

DFJ—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

+25.2%DFJ, at 17.5% volatility

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

DFJWorst drop−13.0%17.5% vol

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

Paid More vs Made More

YTD

DFJVIG

+16.8%Year to date+16.4%

2.5%Yield1.4%

+25.2%Past year+18.9%

0.58%Fee0.04%

3–1DFJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026