Screener
CGDV vs IDVO
Capital Group Dividend Value ETF vs Amplify CWP International Enhanced Dividend Income ETF
Key differences
CGDV is an equity ETF, while IDVO is an alternative ETF. CGDV charges 0.33% a year and IDVO 0.65%.
- CGDV is an equity fund, while IDVO is an alternative fund. They carry different risk/return profiles.
- CGDV follows a active selection strategy; IDVO uses option income.
- CGDV costs 0.32% less per year.
- CGDV is much larger than IDVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| CGDV | IDVO | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.65% |
| Fund size (AUM) | $35.2B | $1.2B |
| Since | 2022 | 2022 |
| Dividend yield | 1.17% | 5.51% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +28.4% | +32.0% |
| CAGR 3Y | +25.2% | +23.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.46 | 1.19 |
| Volatility 1Y | 11.84% | 15.99% |
| Max drawdown | -21.81% | -15.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.