Compare · 2 funds side by side · dividends reinvested

IQDG and CGDV

IQDGWisdomTree×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,554IQDG · best of the two

02 / 04

IQDG 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 International Quality Dividend Growth FundIncome · Dividend stocks0.42%2.34%+6.2%+11.2%+14.2%+4.7%−12.4%16.7%$683M1.8

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: IQDG 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Quality Dividend Growth Fund · $683M$12,554

IQDG

CGDV

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

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

IQDGMeasureCGDV

+6.2%Year to dateJan 1 → Nov 4+14.6%

+11.2%1 yearTotal return+17.5%

+14.2%3 years · per year$10,000 became $14,904 · $20,044+26.1%

+4.7%5 years · per year$10,000 became $12,554 · […][…]

0.42%Expense ratio$42 · $33 a year on $10k · lower is better0.33%

2.34%Trailing 12-mo yield$234 · $122 a year on $10k1.22%

−12.4%Worst dropSmaller is better−9.7%

16.7%VolatilityLower is calmer12.6%

IQDGCGDV 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

IQDG vs CGDV: Top 5 Holdings

Today

IQDG

15.5%in top 5

CGDV

in top 524.6%

IQDGStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.4%ROP.SWnot top 5

3.4%NOVN.SWnot top 5

not top 5RTX3.3%

2.9%7203.Tnot top 5

2.9%AZNnot top 5

2.8%ASML.ASnot top 5

Held in common0.0%

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

IQDG vs CGDV Returns, Every Period

WisdomTreeIQDG

+11.2%

past year

CGDVCapital Group

+17.5%

past year

IQDGCGDVFaded: behind in that period

0–3CGDV wins

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

IQDG vs CGDV

YTD

WisdomTreeIQDG

+6.2%

CGDVCapital Group

+14.6%

+6.2%Year to date+14.6%

−12.4%Worst drop · 1Y−9.7%

16.7%Volatility · 1Y12.6%

2.3%Yield1.2%

$683MAssets$38.8B

3–1CGDV wins

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

Cost, Income and Risk

Fees: IQDG, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

IQDG0.42%$42

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

Yields: IQDG, CGDV

2.34%highest, IQDG

FundTrailing yieldYield$10k

IQDG2.34%$234

CGDV1.22%$122

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

Income After Fees on $10,000

$192most kept, IQDG

IQDG$234 − $42 = $192

CGDV$122 − $33 = $89

KeptFee

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

Overlap: IQDG, CGDV

Today

0.0%most shared, IQDG and CGDV

IQDGCGDV

IQDG—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

IQDGWorst drop−12.4%16.7% vol

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

Paid More vs Made More

YTD

IQDGCGDV

+6.2%Year to date+14.6%

2.3%Yield1.2%

+11.2%Past year+17.5%

0.42%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