Screener
DIVB vs CGDV
iShares Core Dividend ETF vs Capital Group Dividend Value ETF
Key differences
- DIVB costs 0.28% less per year.
- CGDV is significantly larger than DIVB — larger funds tend to be more liquid and less likely to close.
- DIVB follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- DIVB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVB | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.33% |
| Fund size (AUM) | $1.4B | $33.0B |
| Since | 2017 | 2022 |
| Dividend yield | 2.34% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | +33.0% |
| CAGR 3Y | +22.0% | +25.7% |
| CAGR 5Y | +12.0% | N/A |
| Sharpe 3Y | 1.30 | 1.49 |
| Volatility 1Y | 11.34% | 11.75% |
| Max drawdown | -36.93% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DIVB and CGDV
Explore further