DEM vs CGDV

ADEM

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income3.38%DEM · $338 on $10k

Smallest drop−6.7%VYM · 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 · $39.0B

+18.3%3 years · per year$16,564 · $20,044+26.1%

+9.5%5 years · per year$15,726 · […][…]

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

3.38%12-mo yield$338 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDEM · CGDV

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk	0.63%	3.38%	+1.2%	+17.5%	+19.1%	+18.3%	+9.5%	−7.9%	$4.0B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk	0.63%	3.38%	+1.2%	+17.5%	+19.1%	+18.3%	+9.5%	−7.9%	$4.0B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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

$15,726

CGDV

Capital Group Dividend Value

[…]

MeasureDEMCGDV

Fee0.63%0.33%

Cost on $10k a year$63$33

Yield3.38%1.22%

5 years, per year+9.5%[…]

3 years, per year+18.3%+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y15.1%12.6%

3–2measures won
CGDV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DEM, CGDV, VIG, VYM

Today

60.6%most shared, VIG and VYM

DEMCGDVVIGVYM

DEM—0.0%0.0%0.0%

CGDV0.0%—29.4%23.1%

VIG0.0%29.4%—60.6%

VYM0.0%23.1%60.6%—

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

Income After Fees on $10,000

$275most kept, DEM

DEM$338 − $63 = $275

VYM$222 − $4 = $218

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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