Screener
CGDV vs DFIV
Capital Group Dividend Value ETF vs Dimensional International Value ETF
Key differences
Both CGDV and DFIV are equity ETFs. CGDV charges 0.33% a year and DFIV 0.27%. The main difference: CGDV covers North America; DFIV covers global markets excluding the US.
- CGDV covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.06% less per year.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.27% |
| Fund size (AUM) | $35.2B | $20.0B |
| Since | 2022 | 1999 |
| Dividend yield | 1.17% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.4% | +31.2% |
| CAGR 3Y | +24.1% | +23.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.39 | 1.25 |
| Volatility 1Y | 11.97% | 13.92% |
| Max drawdown | -21.81% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.