Compare · 2 funds side by side · dividends reinvested

DLN and CGDV

DLNWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,777DLN · best of the two

02 / 04

DLN and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.74%+15.5%+17.8%+21.8%+12.2%−6.1%8.9%$6.4B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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: DLN 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,777

DLN

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

DLNMeasureCGDV

+15.5%Year to dateJan 1 → Nov 3+13.0%

+17.8%1 yearTotal return+16.1%

+21.8%3 years · per year$10,000 became $18,059 · $19,988+26.0%

+12.2%5 years · per year$10,000 became $17,777 · […][…]

0.28%Expense ratio$28 · $33 a year on $10k · lower is better0.33%

1.74%Trailing 12-mo yield$174 · $123 a year on $10k1.23%

−6.1%Worst dropSmaller is better−9.7%

8.9%VolatilityLower is calmer12.6%

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

6–1DLN wins

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

More Ways to See the Pairs

DLN vs CGDV: Top 5 Holdings

Today

DLN

16.2%in top 5

CGDV

in top 524.1%

DLNStockCGDV

4.9%MSFT6.5%

3.5%NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

2.8%JPMnot top 5

2.5%AAPLnot top 5

2.4%XOMnot top 5

Held in common35.5%

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

DLN vs CGDV Returns, Every Period

WisdomTreeDLN

+17.8%

past year

CGDVCapital Group

+16.1%

past year

DLNCGDVFaded: behind in that period

2–1DLN wins

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

DLN vs CGDV

YTD

WisdomTreeDLN

+15.5%

CGDVCapital Group

+13.0%

+15.5%Year to date+13.0%

−6.1%Worst drop · 1Y−9.7%

8.9%Volatility · 1Y12.6%

1.7%Yield1.2%

$6.4BAssets$38.8B

4–0DLN wins

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

Cost, Income and Risk

Fees: DLN, CGDV

Today

0.28%lowest, DLN

FundExpense ratioFee$10k

DLN0.28%$28

CGDV0.33%$33

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

Yields: DLN, CGDV

1.74%highest, DLN

FundTrailing yieldYield$10k

DLN1.74%$174

CGDV1.23%$123

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

Income After Fees on $10,000

$146most kept, DLN

DLN$174 − $28 = $146

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DLN, CGDV

Today

35.5%most shared, DLN and CGDV

DLNCGDV

DLN—35.5%

CGDV35.5%—

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

Return vs Bumpiness: 2 ETFs

+17.8%DLN, at 8.9% volatility

DLNWorst drop−6.1%8.9% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

DLNCGDV

+15.5%Year to date+13.0%

1.7%Yield1.2%

+17.8%Past year+16.1%

0.28%Fee0.33%

4–0DLN 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