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CGDV vs COWS

Capital Group Dividend Value ETF vs Amplify Cash Flow Dividend Leaders ETF

CGDV

Capital Group Dividend Value ETF

Annual cost

0.33%

Fund size

$35.2B

COWS

Amplify Cash Flow Dividend Leaders ETF

Annual cost

0.19%

Fund size

$34M

Key differences

CGDV is an equity ETF, while COWS is an alternative ETF. CGDV charges 0.33% a year and COWS 0.19%.

  • CGDV is an equity fund, while COWS is an alternative fund. They carry different risk/return profiles.
  • CGDV follows a active selection strategy; COWS uses option income.
  • COWS costs 0.14% less per year.
  • CGDV is much larger than COWS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGDVCOWS
Annual cost (TER)0.33%0.19%
Fund size (AUM)$35.2B$34M
Since20222023
Dividend yield1.17%1.60%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+28.4%+29.2%
CAGR 3Y+25.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.46N/A
Volatility 1Y11.84%16.17%
Max drawdown-21.81%-24.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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