CGDV vs DLS

ACGDV

BDLS

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · DLS $13,814

Lowest cost0.04%VIG · $4 on $10k

Most income3.58%DLS · $358 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%CGDV and DLS

Capital Group Dividend Value ETF · $38.8BWisdomTree International SmallCap Dividend Fund · $1.0B

+23.3%3 years · per year$18,754 · $16,460+18.1%

[…]5 years · per year[…] · $13,814+6.7%

0.33%Expense ratio$33 · $58 on $10k · lower wins0.58%

1.24%12-mo yield$124 · $358 on $10k

Cards for this view

CGDV

Capital Group Dividend Value

[…]

DLS

WisdomTree International SmallCap Dividend Fund

$13,814

MeasureCGDVDLS

Fee0.33%0.58%

Cost on $10k a year$33$58

Yield1.24%3.58%

5 years, per year[…]+6.7%

3 years, per year+23.3%+18.1%

Worst drop · 1Y−9.7%−11.0%

Volatility · 1Y13.5%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.58%	−0.2%	+7.3%	+13.3%	+18.1%	+6.7%	−11.0%	$1.0B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.58%	−0.2%	+7.3%	+13.3%	+18.1%	+6.7%	−11.0%	$1.0B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

Loading…