Compare · 3 funds side by side · dividends reinvested

DFJ, CGDV and VYM

DFJWisdomTree×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

DFJ, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.4

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.62%+11.1%+18.3%+18.1%+9.9%−13.0%18.0%$429M2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFJ 2006 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $429M$16,055

DFJ

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

DFJMeasureCGDV

+11.1%Year to dateJan 1 → Nov 6+9.6%

+18.3%1 yearTotal return+12.9%

+18.1%3 years · per year$10,000 became $16,460 · $18,840+23.5%

+9.9%5 years · per year$10,000 became $16,055 · […][…]

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

2.62%Trailing 12-mo yield$262 · $127 a year on $10k1.27%

−13.0%Worst dropSmaller is better−9.7%

18.0%VolatilityLower is calmer13.4%

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

3–4CGDV wins

End-of-day Nov 6, 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 523.9%

DFJStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

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 6, 2026 · share of each fund

DFJ vs CGDV Returns, Every Period

WisdomTreeDFJ

+18.3%

past year

CGDVCapital Group

+12.9%

past year

DFJCGDVFaded: behind in that period

2–1DFJ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFJ vs VYM

YTD

WisdomTreeDFJ

+11.1%

VYMVanguard

+12.8%

+11.1%Year to date+12.8%

−13.0%Worst drop · 1Y−6.7%

18.0%Volatility · 1Y10.6%

2.6%Yield2.3%

$429MAssets$78.9B

3–1VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFJ, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

DFJ0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFJ, CGDV, VYM

2.62%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.62%$262

VYM2.31%$231

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

DFJ$262 − $58 = $204

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFJ, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DFJCGDVVYM

DFJ—0.0%0.0%

CGDV0.0%—22.8%

VYM0.0%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%DFJ, at 18.0% volatility

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

DFJWorst drop−13.0%18.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFJVYM

+11.1%Year to date+12.8%

2.6%Yield2.3%

+18.3%Past year+16.5%

0.58%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026