Screener
CGDV vs DFLV
Capital Group Dividend Value ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.12% less per year.
- CGDV is significantly larger than DFLV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| CGDV | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.21% |
| Fund size (AUM) | $33.0B | $5.9B |
| Since | 2022 | 2022 |
| Dividend yield | 1.23% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +33.0% | +32.4% |
| CAGR 3Y | +25.7% | +19.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.49 | 1.08 |
| Volatility 1Y | 11.75% | 11.35% |
| Max drawdown | -21.81% | -16.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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