DFE vs CGDV

ADFE

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,545JEPI · DFE $12,579

Lowest cost0.33%CGDV · $33 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%DFE and CGDV

WisdomTree Europe SmallCap Dividend Fund · $160MCapital Group Dividend Value ETF · $38.7B

+18.1%3 years · per year$16,466 · $19,001+23.9%

+4.7%5 years · per year$12,579 · […][…]

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

4.01%12-mo yield$401 · $123 on $10k

Cards for this view

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,579

CGDV

Capital Group Dividend Value

[…]

MeasureDFECGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield4.01%1.23%

5 years, per year+4.7%[…]

3 years, per year+18.1%+23.9%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y15.5%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.01%	−0.3%	+7.9%	+14.7%	+18.1%	+4.7%	−11.4%	$160M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.01%	−0.3%	+7.9%	+14.7%	+18.1%	+4.7%	−11.4%	$160M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

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