Compare · 2 funds side by side · dividends reinvested

DON and CGDV

DONWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,804DON · best of the two

02 / 04

DON and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.90%+13.7%+16.3%+16.6%+8.2%−9.1%12.0%$4.0B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

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: DON 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,804

DON

CGDV

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

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

DONMeasureCGDV

+13.7%Year to dateJan 1 → Nov 3+13.0%

+16.3%1 yearTotal return+16.1%

+16.6%3 years · per year$10,000 became $15,858 · $19,988+26.0%

+8.2%5 years · per year$10,000 became $14,804 · […][…]

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

1.90%Trailing 12-mo yield$190 · $123 a year on $10k1.23%

−9.1%Worst dropSmaller is better−9.7%

12.0%VolatilityLower is calmer12.6%

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

5–2DON wins

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

More Ways to See the Pairs

DON vs CGDV: Top 5 Holdings

Today

DON

7.3%in top 5

CGDV

in top 524.1%

DONStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

1.6%BBYnot top 5

1.5%APAnot top 5

1.5%VTRSnot top 5

1.3%DINOnot top 5

1.3%HASnot top 5

Held in common0.0%

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

DON vs CGDV Returns, Every Period

WisdomTreeDON

+16.3%

past year

CGDVCapital Group

+16.1%

past year

DONCGDVFaded: behind in that period

2–1DON wins

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

DON vs CGDV

YTD

WisdomTreeDON

+13.7%

CGDVCapital Group

+13.0%

+13.7%Year to date+13.0%

−9.1%Worst drop · 1Y−9.7%

12.0%Volatility · 1Y12.6%

1.9%Yield1.2%

$4.0BAssets$38.8B

4–0DON wins

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

Cost, Income and Risk

Fees: DON, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DON0.38%$38

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

Yields: DON, CGDV

1.90%highest, DON

FundTrailing yieldYield$10k

DON1.90%$190

CGDV1.23%$123

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

Income After Fees on $10,000

$152most kept, DON

DON$190 − $38 = $152

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DON, CGDV

Today

0.0%most shared, DON and CGDV

DONCGDV

DON—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.3%DON, at 12.0% volatility

DONWorst drop−9.1%12.0% 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

DONCGDV

+13.7%Year to date+13.0%

1.9%Yield1.2%

+16.3%Past year+16.1%

0.38%Fee0.33%

3–1DON 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