DFE vs CGDV

ADFE

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$12,944DFE

Lowest cost0.33%CGDV · $33 on $10k

Most income3.96%DFE · $396 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%DFE and CGDV

DFE

CGDV

WisdomTree Europe SmallCap Dividend Fund · $161MCapital Group Dividend Value ETF · $38.8B

+20.4%3 years · per year$17,437 · $20,044+26.1%

+5.3%5 years · per year$12,944 · […][…]

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

3.96%12-mo yield$396 · $122 on $10k1.22%

−11.4%Worst dropSmaller wins−9.7%

15.3%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFE · 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

Both

5Y2 funds

#			Trend
1	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

DFE vs CGDV

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,944

CGDV

Capital Group Dividend Value

[…]

MeasureDFECGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield3.96%1.22%

5 years, per year+5.3%[…]

3 years, per year+20.4%+26.1%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y15.3%12.6%

4–1measures 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%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFE, CGDV

Today

0.0%most shared, DFE and CGDV

DFECGDV

DFE—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$338most kept, DFE

DFE$396 − $58 = $338

CGDV$122 − $33 = $89

KeptFee

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