IQDG vs CGDV

AIQDG

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$12,073IQDG

Lowest cost0.33%CGDV · $33 on $10k

Most income2.40%IQDG · $240 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%IQDG and CGDV

IQDG

CGDV

WisdomTree International Quality Dividend Growth Fund · $683MCapital Group Dividend Value ETF · $39.0B

+13.1%3 years · per year$14,476 · $19,064+24.0%

+3.8%5 years · per year$12,073 · […][…]

0.42%Expense ratio$42 · $33 on $10k · lower wins0.33%

2.40%12-mo yield$240 · $127 on $10k1.27%

−12.4%Worst dropSmaller wins−9.7%

16.9%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQDG · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIQDG	WisdomTree International Quality Dividend Growth FundRead Desk		0.42%	2.40%	−2.6%	+3.4%	+9.4%	+13.1%	+3.8%	−12.4%	$683M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIQDG	WisdomTree International Quality Dividend Growth FundRead Desk		0.42%	2.40%	−2.6%	+3.4%	+9.4%	+13.1%	+3.8%	−12.4%	$683M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IQDG vs CGDV

IQDG

WisdomTree International Quality Dividend Growth Fund

$12,073

CGDV

Capital Group Dividend Value

[…]

MeasureIQDGCGDV

Fee0.42%0.33%

Cost on $10k a year$42$33

Yield2.40%1.27%

5 years, per year+3.8%[…]

3 years, per year+13.1%+24.0%

Worst drop · 1Y−12.4%−9.7%

Volatility · 1Y16.9%13.4%

4–1measures won
CGDV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IQDG, CGDV

Today

0.0%most shared, IQDG and CGDV

IQDGCGDV

IQDG—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$198most kept, IQDG

IQDG$240 − $42 = $198

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee