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DIVG vs CGDV

Invesco S&P 500 High Dividend Growers ETF vs Capital Group Dividend Value ETF

DIVG

Invesco S&P 500 High Dividend Growers ETF

Invesco

Annual cost

0.39%

Fund size

$10M

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

Key differences

  • CGDV costs 0.06% less per year.
  • CGDV is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.
  • DIVG follows a index tracking strategy; CGDV uses active selection.

Side-by-side comparison

DIVGCGDV
Annual cost (TER)0.39%0.33%
Fund size (AUM)$10M$33.0B
Since20232022
Dividend yield3.01%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+23.6%+33.0%
CAGR 3YN/A+25.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.49
Volatility 1Y10.81%11.75%
Max drawdown-14.94%-21.81%

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

Similar to DIVG and CGDV