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CGDV vs VIG
Capital Group Dividend Value ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares
Key differences
- VIG costs 0.29% less per year.
- VIG is significantly larger than CGDV — larger funds tend to be more liquid and less likely to close.
- CGDV follows a active selection strategy; VIG uses index tracking.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- VIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | VIG | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.04% |
| Fund size (AUM) | $33.0B | $124.6B |
| Since | 2022 | 2006 |
| Dividend yield | 1.23% | 1.51% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +33.0% | +21.1% |
| CAGR 3Y | +25.7% | +16.5% |
| CAGR 5Y | N/A | +10.6% |
| Sharpe 3Y | 1.49 | 1.02 |
| Volatility 1Y | 11.75% | 10.18% |
| Max drawdown | -21.81% | -31.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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