DES vs CGDV

ADES

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$13,832DES

Lowest cost0.33%CGDV · $33 on $10k

Most income2.34%DES · $234 on $10k

Smallest drop−8.7%DES · worst fall in 1Y

Held in common0.0%DES and CGDV

DES

CGDV

WisdomTree U.S. SmallCap Dividend Fund · $2.1BCapital Group Dividend Value ETF · $39.5B

+15.4%3 years · per year$15,359 · $18,840+23.5%

+6.7%5 years · per year$13,832 · […][…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

2.34%12-mo yield$234 · $127 on $10k1.27%

−8.7%Worst dropSmaller wins−9.7%

14.6%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDES · CGDV

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

Held in common0.0%

End-of-day Nov 6, 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	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DES vs CGDV

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,832

CGDV

Capital Group Dividend Value

[…]

MeasureDESCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield2.34%1.27%

5 years, per year+6.7%[…]

3 years, per year+15.4%+23.5%

Worst drop · 1Y−8.7%−9.7%

Volatility · 1Y14.6%13.4%

3–2measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DES, CGDV

Today

0.0%most shared, DES and CGDV

DESCGDV

DES—0.0%

CGDV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, DES

DES$234 − $38 = $196

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee