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CGDG vs SDY

Capital Group Dividend Growers ETF vs State Street SPDR S&P Dividend ETF

CGDG

Capital Group Dividend Growers ETF

Capital Group

Annual cost

0.47%

Fund size

$4.9B

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.12% less per year.
  • SDY is significantly larger than CGDG — larger funds tend to be more liquid and less likely to close.
  • CGDG covers global markets; SDY covers north america.
  • CGDG follows a active selection strategy; SDY uses index tracking.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGDGSDY
Annual cost (TER)0.47%0.35%
Fund size (AUM)$4.9B$22.0B
Since20232005
Dividend yield1.88%2.46%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.8%+14.8%
CAGR 3YN/A+10.1%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.56
Volatility 1Y10.69%10.48%
Max drawdown-10.52%-36.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGDG and SDY