Screener
CGDV vs HDV
Capital Group Dividend Value ETF vs iShares Core High Dividend ETF
Key differences
- HDV costs 0.25% less per year.
- CGDV follows a active selection strategy; HDV uses index tracking.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | HDV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.08% |
| Fund size (AUM) | $33.0B | $13.6B |
| Since | 2022 | 2011 |
| Dividend yield | 1.23% | 2.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +33.0% | +25.2% |
| CAGR 3Y | +25.7% | +16.3% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | 1.49 | 1.09 |
| Volatility 1Y | 11.75% | 9.59% |
| Max drawdown | -21.81% | -37.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGDV and HDV
Explore further