Screener
DIVY vs CGDG
Sound Equity Income ETF vs Capital Group Dividend Growers ETF
Key differences
Both DIVY and CGDG are equity ETFs. DIVY charges 0.45% a year and CGDG 0.47%. The main difference: DIVY covers North America; CGDG covers global markets.
- DIVY covers North America; CGDG covers global markets.
- CGDG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DIVY | CGDG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.47% |
| Fund size (AUM) | $28M | $5.1B |
| Since | 2020 | 2023 |
| Dividend yield | 3.10% | 1.88% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +16.0% |
| CAGR 3Y | +9.4% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | N/A |
| Volatility 1Y | 13.06% | 10.88% |
| Max drawdown | -18.23% | -10.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.