Compare · 3 funds side by side · dividends reinvested

DON, CGDV and VIG

DONWisdomTree×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

DON, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.6

Rank among the three1st → 3rdFee, 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: DON 2006 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,735

DON

CGDV

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

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

DONMeasureCGDV

+15.3%Year to dateJan 1 → Nov 5+14.6%

+18.1%1 yearTotal return+17.5%

+16.8%3 years · per year$10,000 became $15,949 · $20,044+26.1%

+8.9%5 years · per year$10,000 became $15,346 · […][…]

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

1.87%Trailing 12-mo yield$187 · $122 a year on $10k1.22%

−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 5, 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 524.4%

DONStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

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 5, 2026 · share of each fund

DON vs CGDV Returns, Every Period

WisdomTreeDON

+18.1%

past year

CGDVCapital Group

+17.5%

past year

DONCGDVFaded: behind in that period

2–1DON wins

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

DON vs VIG

YTD

WisdomTreeDON

+15.3%

VIGVanguard

+16.4%

+15.3%Year to date+16.4%

−9.1%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.2%

1.9%Yield1.4%

$4.0BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: DON, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DON0.38%$38

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

Yields: DON, CGDV, VIG

1.87%highest, DON

FundTrailing yieldYield$10k

DON1.87%$187

VIG1.44%$144

CGDV1.22%$122

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DON, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DONCGDVVIG

DON—0.0%3.2%

CGDV0.0%—29.5%

VIG3.2%29.5%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

DONWorst drop−9.1%12.0% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

DONVIG

+15.3%Year to date+16.4%

1.9%Yield1.4%

+18.1%Past year+18.9%

0.38%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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