DFE vs CGDV

ADFE

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DFE $12,516

Lowest cost0.04%VYM · $4 on $10k

Most income4.08%DFE · $408 on $10k

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

Held in common0.0%DFE and CGDV

DFE

CGDV

WisdomTree Europe SmallCap Dividend Fund · $161MCapital Group Dividend Value ETF · $39.5B

+18.7%3 years · per year$16,724 · $18,840+23.5%

+4.6%5 years · per year$12,516 · […][…]

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

4.08%12-mo yield$408 · $127 on $10k1.27%

−11.4%Worst dropSmaller wins−9.7%

15.4%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFE · 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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.08%	−1.2%	+6.1%	+13.8%	+18.7%	+4.6%	−11.4%	$161M
3	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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.08%	−1.2%	+6.1%	+13.8%	+18.7%	+4.6%	−11.4%	$161M
3	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

DFE vs CGDV

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,516

CGDV

Capital Group Dividend Value

[…]

MeasureDFECGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield4.08%1.27%

5 years, per year+4.6%[…]

3 years, per year+18.7%+23.5%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y15.4%13.4%

4–1measures 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: DFE, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DFECGDVVYM

DFE—0.0%0.0%

CGDV0.0%—22.8%

VYM0.0%22.8%—

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

Income After Fees on $10,000

$350most kept, DFE

DFE$408 − $58 = $350

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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