Screener
CGDV vs UDIV
Capital Group Dividend Value ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
- UDIV costs 0.27% less per year.
- CGDV is significantly larger than UDIV — larger funds tend to be more liquid and less likely to close.
- CGDV follows a active selection strategy; UDIV uses index tracking.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.06% |
| Fund size (AUM) | $33.0B | $121M |
| Since | 2022 | 2016 |
| Dividend yield | 1.23% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.4% | +36.5% |
| CAGR 3Y | +25.6% | +25.4% |
| CAGR 5Y | N/A | +14.4% |
| Sharpe 3Y | 1.48 | 1.36 |
| Volatility 1Y | 11.74% | 12.06% |
| Max drawdown | -21.81% | -35.21% |
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