Screener
CGDV vs DFAU
Capital Group Dividend Value ETF vs Dimensional US Core Equity Market ETF
Key differences
- DFAU costs 0.21% less per year.
- Over the last 3 years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| CGDV | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.12% |
| Fund size (AUM) | $33.0B | $11.5B |
| Since | 2022 | 2020 |
| Dividend yield | 1.23% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +33.0% | +29.5% |
| CAGR 3Y | +25.7% | +22.4% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | 1.49 | 1.18 |
| Volatility 1Y | 11.75% | 12.21% |
| Max drawdown | -21.81% | -23.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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