Screener
CGDV vs UDI
Capital Group Dividend Value ETF vs USCF Dividend Income ETF
Key differences
Both CGDV and UDI are equity ETFs. CGDV charges 0.33% a year and UDI 0.65%. The main difference: CGDV costs 0.32% less per year.
- CGDV costs 0.32% less per year.
- CGDV is much larger than UDI. 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 | UDI | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.65% |
| Fund size (AUM) | $35.2B | $4M |
| Since | 2022 | 2022 |
| Dividend yield | 1.17% | 2.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.8% | +24.7% |
| CAGR 3Y | +24.9% | +17.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.05 |
| Volatility 1Y | 12.13% | 10.29% |
| Max drawdown | -21.81% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.