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DIVD vs CGDV

Altrius Global Dividend ETF vs Capital Group Dividend Value ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

Key differences

  • CGDV costs 0.16% less per year.
  • CGDV is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CGDV has delivered higher annualized returns.

Side-by-side comparison

DIVDCGDV
Annual cost (TER)0.49%0.33%
Fund size (AUM)$17M$33.0B
Since20222022
Dividend yield2.70%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.6%+33.0%
CAGR 3Y+17.7%+25.7%
CAGR 5YN/AN/A
Sharpe 3Y1.081.49
Volatility 1Y11.41%11.75%
Max drawdown-13.88%-21.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVD and CGDV