Compare · 2 funds side by side · dividends reinvested

DGRE and CGDV

DGREWisdomTree×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,665DGRE · best of the two

02 / 04

DGRE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets Quality Dividend Growth FundIncome · Dividend stocks0.32%1.51%+19.7%+23.6%+22.4%+8.0%−13.7%26.0%$142M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DGRE 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets Quality Dividend Growth Fund · $142M$14,665

DGRE

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

DGREMeasureCGDV

+19.7%Year to dateJan 1 → Nov 3+13.0%

+23.6%1 yearTotal return+16.1%

+22.4%3 years · per year$10,000 became $18,350 · $19,988+26.0%

+8.0%5 years · per year$10,000 became $14,665 · […][…]

0.32%Expense ratio$32 · $33 a year on $10k · lower is better0.33%

1.51%Trailing 12-mo yield$151 · $123 a year on $10k1.23%

−13.7%Worst dropSmaller is better−9.7%

26.0%VolatilityLower is calmer12.6%

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

4–3DGRE wins

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

More Ways to See the Pairs

DGRE vs CGDV: Top 5 Holdings

Today

DGRE

29.6%in top 5

CGDV

in top 524.1%

DGREStockCGDV

10.8%2330.TWnot top 5

8.6%005930.Knot top 5

6.7%000660.Knot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

2.0%2454.TWnot top 5

1.4%ICTEFnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DGRE vs CGDV Returns, Every Period

WisdomTreeDGRE

+23.6%

past year

CGDVCapital Group

+16.1%

past year

DGRECGDVFaded: behind in that period

2–1DGRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DGRE vs CGDV

YTD

WisdomTreeDGRE

+19.7%

CGDVCapital Group

+13.0%

+19.7%Year to date+13.0%

−13.7%Worst drop · 1Y−9.7%

26.0%Volatility · 1Y12.6%

1.5%Yield1.2%

$142MAssets$38.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRE, CGDV

Today

0.32%lowest, DGRE

FundExpense ratioFee$10k

DGRE0.32%$32

CGDV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DGRE, CGDV

1.51%highest, DGRE

FundTrailing yieldYield$10k

DGRE1.51%$151

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DGRE

DGRE$151 − $32 = $119

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DGRE, CGDV

Today

0.0%most shared, DGRE and CGDV

DGRECGDV

DGRE—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.6%DGRE, at 26.0% volatility

CGDVWorst drop−9.7%12.6% vol

DGREWorst drop−13.7%26.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DGRECGDV

+19.7%Year to date+13.0%

1.5%Yield1.2%

+23.6%Past year+16.1%

0.32%Fee0.33%

4–0DGRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026