DON vs CGDV

ADON

BCGDV

Measures won3–2DON wins · of 6 · 5Y

$10,000 · 5Y$14,717DON · JEPI $14,510

Lowest cost0.33%CGDV · $33 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%DON and CGDV

WisdomTree U.S. MidCap Dividend Fund · $4.0BCapital Group Dividend Value ETF · $38.7B

+15.0%3 years · per year$15,227 · $18,895+23.6%

+8.0%5 years · per year$14,717 · […][…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

1.88%12-mo yield$188 · $124 on $10k

Cards for this view

DON

WisdomTree U.S. MidCap Dividend Fund

$14,717

CGDV

Capital Group Dividend Value

[…]

MeasureDONCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield1.88%1.24%

5 years, per year+8.0%[…]

3 years, per year+15.0%+23.6%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.4%

#
1	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	−0.8%	+14.5%	+15.5%	+15.0%	+8.0%	−9.1%	$4.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
1	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	−0.8%	+14.5%	+15.5%	+15.0%	+8.0%	−9.1%	$4.0B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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