DFJ vs CGDV

ADFJ

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,038DFJ · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.49%DFJ · $249 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%DFJ and CGDV

DFJ

CGDV

WisdomTree Japan SmallCap Dividend Fund · $435MCapital Group Dividend Value ETF · $39.0B

+20.9%3 years · per year$17,692 · $20,044+26.1%

+11.2%5 years · per year$17,038 · […][…]

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

2.49%12-mo yield$249 · $122 on $10k1.22%

−13.0%Worst dropSmaller wins−9.7%

17.5%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFJ · 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 Three

5Y3 funds

#
1	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M
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	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 Three

5Y3 funds

#
1	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M
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	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

DFJ vs CGDV

DFJ

WisdomTree Japan SmallCap Dividend Fund

$17,038

CGDV

Capital Group Dividend Value

[…]

MeasureDFJCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield2.49%1.22%

5 years, per year+11.2%[…]

3 years, per year+20.9%+26.1%

Worst drop · 1Y−13.0%−9.7%

Volatility · 1Y17.5%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%

$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: DFJ, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DFJCGDVVIG

DFJ—0.0%0.0%

CGDV0.0%—29.4%

VIG0.0%29.4%—

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

Income After Fees on $10,000

$191most kept, DFJ

DFJ$249 − $58 = $191

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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