Screener
CGDV vs DISV
Capital Group Dividend Value ETF vs Dimensional International Small Cap Value ETF
Key differences
Both CGDV and DISV are equity ETFs. CGDV charges 0.33% a year and DISV 0.42%. The main difference: CGDV covers North America; DISV covers global markets excluding the US.
- CGDV covers North America; DISV covers global markets excluding the US.
- CGDV costs 0.09% less per year.
- CGDV is much larger than DISV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGDV | DISV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.42% |
| Fund size (AUM) | $35.2B | $4.9B |
| Since | 2022 | 2022 |
| Dividend yield | 1.17% | 2.35% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.8% | +33.1% |
| CAGR 3Y | +24.9% | +24.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.26 |
| Volatility 1Y | 12.13% | 14.92% |
| Max drawdown | -21.81% | -26.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.