Screener
DIVO vs CGDV
Amplify CWP Enhanced Dividend Income ETF vs Capital Group Dividend Value ETF
Key differences
DIVO is an alternative ETF, while CGDV is an equity ETF. DIVO charges 0.56% a year and CGDV 0.33%.
- DIVO is an alternative fund, while CGDV is an equity fund. They carry different risk/return profiles.
- DIVO follows a option income strategy; CGDV uses active selection.
- CGDV costs 0.23% less per year.
- CGDV is much larger than DIVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
- DIVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVO | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.33% |
| Fund size (AUM) | $7.1B | $35.2B |
| Since | 2016 | 2022 |
| Dividend yield | 1.60% | 1.17% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +18.5% | +28.4% |
| CAGR 3Y | +15.8% | +25.2% |
| CAGR 5Y | +10.7% | N/A |
| Sharpe 3Y | 1.09 | 1.46 |
| Volatility 1Y | 9.09% | 11.84% |
| Max drawdown | -30.04% | -21.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.