Compare · 2 funds side by side · dividends reinvested

DGRS and CGDV

DGRSWisdomTree×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,030DGRS · best of the two

02 / 04

DGRS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Quality Dividend Growth FundIncome · Dividend stocks0.38%1.99%+20.2%+22.8%+17.4%+8.1%−8.9%15.1%$391M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DGRS 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $391M$14,030

DGRS

CGDV

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

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

DGRSMeasureCGDV

+20.2%Year to dateJan 1 → Nov 5+14.6%

+22.8%1 yearTotal return+17.5%

+17.4%3 years · per year$10,000 became $16,200 · $20,044+26.1%

+8.1%5 years · per year$10,000 became $14,740 · […][…]

0.38%Expense ratio$38 · $33 a year on $10k · lower is better0.33%

1.99%Trailing 12-mo yield$199 · $122 a year on $10k1.22%

−8.9%Worst dropSmaller is better−9.7%

15.1%VolatilityLower is calmer12.6%

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

4–3DGRS wins

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

More Ways to See the Pairs

DGRS vs CGDV: Top 5 Holdings

Today

DGRS

11.1%in top 5

CGDV

in top 524.4%

DGRSStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common0.0%

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

DGRS vs CGDV Returns, Every Period

WisdomTreeDGRS

+22.8%

past year

CGDVCapital Group

+17.5%

past year

DGRSCGDVFaded: behind in that period

2–1DGRS wins

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

DGRS vs CGDV

YTD

WisdomTreeDGRS

+20.2%

CGDVCapital Group

+14.6%

+20.2%Year to date+14.6%

−8.9%Worst drop · 1Y−9.7%

15.1%Volatility · 1Y12.6%

2.0%Yield1.2%

$391MAssets$39.0B

3–1DGRS wins

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

Cost, Income and Risk

Fees: DGRS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DGRS0.38%$38

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

Yields: DGRS, CGDV

1.99%highest, DGRS

FundTrailing yieldYield$10k

DGRS1.99%$199

CGDV1.22%$122

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

Income After Fees on $10,000

$161most kept, DGRS

DGRS$199 − $38 = $161

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DGRS, CGDV

Today

0.0%most shared, DGRS and CGDV

DGRSCGDV

DGRS—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.8%DGRS, at 15.1% volatility

CGDVWorst drop−9.7%12.6% vol

DGRSWorst drop−8.9%15.1% vol

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

Paid More vs Made More

YTD

DGRSCGDV

+20.2%Year to date+14.6%

2.0%Yield1.2%

+22.8%Past year+17.5%

0.38%Fee0.33%

3–1DGRS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026