DFJ vs CGDV

ADFJ

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DFJ $16,055

Lowest cost0.04%VYM · $4 on $10k

Most income2.62%DFJ · $262 on $10k

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

Held in common0.0%DFJ and CGDV

DFJ

CGDV

WisdomTree Japan SmallCap Dividend Fund · $429MCapital Group Dividend Value ETF · $39.5B

+18.1%3 years · per year$16,460 · $18,840+23.5%

+9.9%5 years · per year$16,055 · […][…]

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

2.62%12-mo yield$262 · $127 on $10k1.27%

−13.0%Worst dropSmaller wins−9.7%

18.0%VolatilityLower wins13.4%

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 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	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.62%	−0.7%	+11.1%	+18.3%	+18.1%	+9.9%	−13.0%	$429M
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	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.62%	−0.7%	+11.1%	+18.3%	+18.1%	+9.9%	−13.0%	$429M
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

DFJ vs CGDV

DFJ

WisdomTree Japan SmallCap Dividend Fund

$16,055

CGDV

Capital Group Dividend Value

[…]

MeasureDFJCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield2.62%1.27%

5 years, per year+9.9%[…]

3 years, per year+18.1%+23.5%

Worst drop · 1Y−13.0%−9.7%

Volatility · 1Y18.0%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: DFJ, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

DFJCGDVVYM

DFJ—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

$227most kept, VYM

VYM$231 − $4 = $227

DFJ$262 − $58 = $204

CGDV$127 − $33 = $94

KeptFee

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