Compare · 2 funds side by side · dividends reinvested

DGS and CGDV

DGSWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,795DGS · best of the two

02 / 04

DGS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.1

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.02%+6.5%+7.9%+14.1%+6.6%−10.5%18.2%$1.6B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DGS 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,795

DGS

CGDV

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

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

DGSMeasureCGDV

+6.5%Year to dateJan 1 → Nov 4+14.6%

+7.9%1 yearTotal return+17.5%

+14.1%3 years · per year$10,000 became $14,861 · $20,044+26.1%

+6.6%5 years · per year$10,000 became $13,795 · […][…]

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

4.02%Trailing 12-mo yield$402 · $122 a year on $10k1.22%

−10.5%Worst dropSmaller is better−9.7%

18.2%VolatilityLower is calmer12.6%

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

1–6CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGS vs CGDV: Top 5 Holdings

Today

DGS

4.5%in top 5

CGDV

in top 524.6%

DGSStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.2%GRT.JOnot top 5

1.0%OMU.JOnot top 5

0.8%2542.TWnot top 5

0.8%OMAB.MXnot top 5

0.7%RDF.JOnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DGS vs CGDV Returns, Every Period

WisdomTreeDGS

+7.9%

past year

CGDVCapital Group

+17.5%

past year

DGSCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DGS vs CGDV

YTD

WisdomTreeDGS

+6.5%

CGDVCapital Group

+14.6%

+6.5%Year to date+14.6%

−10.5%Worst drop · 1Y−9.7%

18.2%Volatility · 1Y12.6%

4.0%Yield1.2%

$1.6BAssets$38.8B

3–1CGDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DGS0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DGS, CGDV

4.02%highest, DGS

FundTrailing yieldYield$10k

DGS4.02%$402

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DGS, CGDV

Today

0.0%most shared, DGS and CGDV

DGSCGDV

DGS—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

DGSWorst drop−10.5%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DGSCGDV

+6.5%Year to date+14.6%

4.0%Yield1.2%

+7.9%Past year+17.5%

0.58%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026