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CGDV vs DIVG

Capital Group Dividend Value ETF vs Invesco S&P 500 High Dividend Growers ETF

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

DIVG

Invesco S&P 500 High Dividend Growers ETF

Invesco

Annual cost

0.39%

Fund size

$10M

Key differences

  • CGDV costs 0.06% less per year.
  • CGDV is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.
  • CGDV follows a active selection strategy; DIVG uses index tracking.

Side-by-side comparison

CGDVDIVG
Annual cost (TER)0.33%0.39%
Fund size (AUM)$33.0B$10M
Since20222023
Dividend yield1.23%3.01%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.0%+23.6%
CAGR 3Y+25.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.49N/A
Volatility 1Y11.75%10.81%
Max drawdown-21.81%-14.94%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGDV and DIVG