Compare · 2 funds side by side · dividends reinvested

DFJ and CGDV

DFJWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,162DFJ · best of the two

02 / 04

DFJ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.4

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.60%+11.9%+18.9%+18.5%+10.1%−13.0%18.0%$435M1.5

Rank among the two1st → 2ndFee, 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

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

+11.9%Year to dateJan 1 → Nov 5+9.7%

+18.9%1 yearTotal return+13.2%

+18.5%3 years · per year$10,000 became $16,653 · $19,064+24.0%

+10.1%5 years · per year$10,000 became $16,163 · […][…]

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

2.60%Trailing 12-mo yield$260 · $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 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

+18.9%

past year

CGDVCapital Group

+13.2%

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 CGDV

YTD

WisdomTreeDFJ

+11.9%

CGDVCapital Group

+9.7%

+11.9%Year to date+9.7%

−13.0%Worst drop · 1Y−9.7%

18.0%Volatility · 1Y13.4%

2.6%Yield1.3%

$435MAssets$39.0B

2–2level

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

Cost, Income and Risk

Fees: DFJ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DFJ0.58%$58

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

Yields: DFJ, CGDV

2.60%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.60%$260

CGDV1.27%$127

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

Income After Fees on $10,000

$202most kept, DFJ

DFJ$260 − $58 = $202

CGDV$127 − $33 = $94

KeptFee

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

Overlap: DFJ, CGDV

Today

0.0%most shared, DFJ and CGDV

DFJCGDV

DFJ—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%DFJ, at 18.0% volatility

CGDVWorst drop−9.7%13.4% vol

DFJWorst drop−13.0%18.0% vol

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

Paid More vs Made More

YTD

DFJCGDV

+11.9%Year to date+9.7%

2.6%Yield1.3%

+18.9%Past year+13.2%

0.58%Fee0.33%

3–1DFJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026