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DIVY vs CGIE

Sound Equity Income ETF vs Capital Group International Equity ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

CGIE

Capital Group International Equity ETF

Annual cost

0.54%

Fund size

$2.2B

Key differences

Both DIVY and CGIE are equity ETFs. DIVY charges 0.45% a year and CGIE 0.54%. The main difference: DIVY follows a active selection strategy; CGIE uses index tracking.

  • DIVY follows a active selection strategy; CGIE uses index tracking.
  • DIVY covers North America; CGIE covers global markets excluding the US.
  • DIVY costs 0.09% less per year.
  • CGIE is much larger than DIVY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DIVYCGIE
Annual cost (TER)0.45%0.54%
Fund size (AUM)$28M$2.2B
Since20202023
Dividend yield3.10%1.11%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+18.5%+9.8%
CAGR 3Y+9.7%N/A
CAGR 5Y+6.1%N/A
Sharpe 3Y0.46N/A
Volatility 1Y13.03%16.37%
Max drawdown-18.23%-13.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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