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DIVY vs CGXU

Sound Equity Income ETF vs Capital Group International Focus Equity ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

Both DIVY and CGXU are equity ETFs. DIVY charges 0.45% a year and CGXU 0.54%. The main difference: DIVY covers North America; CGXU covers global markets excluding the US.

  • DIVY covers North America; CGXU covers global markets excluding the US.
  • DIVY costs 0.09% less per year.
  • CGXU is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGXU has delivered higher annualized returns.

Side-by-side comparison

DIVYCGXU
Annual cost (TER)0.45%0.54%
Fund size (AUM)$28M$6.2B
Since20202022
Dividend yield3.10%4.50%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+18.5%+30.3%
CAGR 3Y+9.7%+15.6%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.460.68
Volatility 1Y13.03%20.65%
Max drawdown-18.23%-25.64%

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

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