Screener
CGDG vs UDI
Capital Group Dividend Growers ETF vs USCF Dividend Income ETF
Key differences
Both CGDG and UDI are equity ETFs. CGDG charges 0.47% a year and UDI 0.65%. The main difference: CGDG covers global markets; UDI covers North America.
- CGDG covers global markets; UDI covers North America.
- CGDG costs 0.18% less per year.
- CGDG is much larger than UDI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGDG | UDI | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.65% |
| Fund size (AUM) | $5.1B | $4M |
| Since | 2023 | 2022 |
| Dividend yield | 1.88% | 2.50% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.0% | +24.7% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.05 |
| Volatility 1Y | 10.88% | 10.29% |
| Max drawdown | -10.52% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.