DEM vs CGDV

ADEM

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$15,383DEM

Lowest cost0.33%CGDV · $33 on $10k

Most income3.42%DEM · $342 on $10k

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

Held in common0.0%DEM and CGDV

DEM

CGDV

WisdomTree Emerging Markets High Dividend Fund · $4.0BCapital Group Dividend Value ETF · $38.8B

+18.0%3 years · per year$16,448 · $19,988+26.0%

+9.0%5 years · per year$15,383 · […][…]

0.63%Expense ratio$63 · $33 on $10k · lower wins0.33%

3.42%12-mo yield$342 · $123 on $10k1.23%

−7.9%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEM · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.42%	−0.3%	+16.1%	+18.2%	+18.0%	+9.0%	−7.9%	$4.0B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.42%	−0.3%	+16.1%	+18.2%	+18.0%	+9.0%	−7.9%	$4.0B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEM vs CGDV

DEM

WisdomTree Emerging Markets High Dividend Fund

$15,383

CGDV

Capital Group Dividend Value

[…]

MeasureDEMCGDV

Fee0.63%0.33%

Cost on $10k a year$63$33

Yield3.42%1.23%

5 years, per year+9.0%[…]

3 years, per year+18.0%+26.0%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y15.1%12.6%

3–2measures won
CGDV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DEM, CGDV

Today

0.0%most shared, DEM and CGDV

DEMCGDV

DEM—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$279most kept, DEM

DEM$342 − $63 = $279

CGDV$123 − $33 = $90

KeptFee

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