DEM vs CGDV

ADEM

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,055DEM · JEPI $14,510

Lowest cost0.33%CGDV · $33 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%DEM and CGDV

WisdomTree Emerging Markets High Dividend Fund · $4.0BCapital Group Dividend Value ETF · $39.2B

+16.7%3 years · per year$15,900 · $18,895+23.6%

+9.9%5 years · per year$16,055 · […][…]

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

3.40%12-mo yield$340 · $124 on $10k

Cards for this view

DEM

WisdomTree Emerging Markets High Dividend Fund

$16,055

CGDV

Capital Group Dividend Value

[…]

MeasureDEMCGDV

Fee0.63%0.33%

Cost on $10k a year$63$33

Yield3.40%1.24%

5 years, per year+9.9%[…]

3 years, per year+16.7%+23.6%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y15.3%

#
1	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk	0.63%	3.40%	−0.5%	+16.7%	+16.0%	+16.7%	+9.9%	−7.9%	$4.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

#
1	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk	0.63%	3.40%	−0.5%	+16.7%	+16.0%	+16.7%	+9.9%	−7.9%	$4.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$39.2B

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