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DVDN vs CGDV

Kingsbarn Dividend Opportunity ETF vs Capital Group Dividend Value ETF

DVDN

Kingsbarn Dividend Opportunity ETF

Annual cost

1.65%

Fund size

$3M

CGDV

Capital Group Dividend Value ETF

Annual cost

0.33%

Fund size

$35.2B

Key differences

Both DVDN and CGDV are equity ETFs. DVDN charges 1.65% a year and CGDV 0.33%. The main difference: CGDV costs 1.32% less per year.

  • CGDV costs 1.32% less per year.
  • CGDV is much larger than DVDN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DVDNCGDV
Annual cost (TER)1.65%0.33%
Fund size (AUM)$3M$35.2B
Since20232022
Dividend yield14.38%1.17%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-16.7%+28.4%
CAGR 3YN/A+25.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.47
Volatility 1Y17.86%11.84%
Max drawdown-34.59%-21.81%

Similar to DVDN and CGDV