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CGDV vs DIVZ

Capital Group Dividend Value ETF vs Polen Dividend Income ETF

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • CGDV costs 0.32% less per year.
  • CGDV is significantly larger than DIVZ — 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

CGDVDIVZ
Annual cost (TER)0.33%0.65%
Fund size (AUM)$33.0B$242M
Since20222021
Dividend yield1.23%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+33.0%+16.1%
CAGR 3Y+25.7%+15.6%
CAGR 5YN/A+9.2%
Sharpe 3Y1.491.05
Volatility 1Y11.75%9.19%
Max drawdown-21.81%-15.43%

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

Similar to CGDV and DIVZ