Compare · 2 funds side by side · dividends reinvested

WDIV and CGDV

WDIVSPDR×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,980WDIV · best of the two

02 / 04

WDIV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.11%+15.9%+22.0%+22.4%+9.8%−8.6%10.4%$283M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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 4, 2026 · returns include dividends · since: WDIV 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $283M$15,980

WDIV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

WDIVMeasureCGDV

+15.9%Year to dateJan 1 → Nov 4+14.6%

+22.0%1 yearTotal return+17.5%

+22.4%3 years · per year$10,000 became $18,346 · $20,044+26.1%

+9.8%5 years · per year$10,000 became $15,980 · […][…]

0.40%Expense ratio$40 · $33 a year on $10k · lower is better0.33%

4.11%Trailing 12-mo yield$411 · $122 a year on $10k1.22%

−8.6%Worst dropSmaller is better−9.7%

10.4%VolatilityLower is calmer12.6%

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

5–2WDIV wins

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

More Ways to See the Pairs

WDIV vs CGDV: Top 5 Holdings

Today

WDIV

9.3%in top 5

CGDV

in top 524.6%

WDIVStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.0%LGEN.Lnot top 5

2.0%0992.HKnot top 5

1.9%TEP.PAnot top 5

1.8%MOnot top 5

1.7%APA.AXnot top 5

Held in common2.7%

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

WDIV vs CGDV Returns, Every Period

SPDRWDIV

+22.0%

past year

CGDVCapital Group

+17.5%

past year

WDIVCGDVFaded: behind in that period

2–1WDIV wins

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

WDIV vs CGDV

YTD

SPDRWDIV

+15.9%

CGDVCapital Group

+14.6%

+15.9%Year to date+14.6%

−8.6%Worst drop · 1Y−9.7%

10.4%Volatility · 1Y12.6%

4.1%Yield1.2%

$283MAssets$38.8B

4–0WDIV wins

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

Cost, Income and Risk

Fees: WDIV, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

WDIV0.40%$40

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

Yields: WDIV, CGDV

4.11%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.11%$411

CGDV1.22%$122

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

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

CGDV$122 − $33 = $89

KeptFee

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

Overlap: WDIV, CGDV

Today

2.7%most shared, WDIV and CGDV

WDIVCGDV

WDIV—2.7%

CGDV2.7%—

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

Return vs Bumpiness: 2 ETFs

+22.0%WDIV, at 10.4% volatility

WDIVWorst drop−8.6%10.4% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

WDIVCGDV

+15.9%Year to date+14.6%

4.1%Yield1.2%

+22.0%Past year+17.5%

0.40%Fee0.33%

3–1WDIV 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