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FDIV vs CGDV

MarketDesk Focused U.S. Dividend ETF vs Capital Group Dividend Value ETF

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

CGDV

Capital Group Dividend Value ETF

Annual cost

0.33%

Fund size

$35.2B

Key differences

Both FDIV and CGDV are equity ETFs. FDIV charges 0.35% a year and CGDV 0.33%. The main difference: CGDV is much larger than FDIV. Larger funds are usually more liquid and less likely to close.

  • CGDV is much larger than FDIV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FDIVCGDV
Annual cost (TER)0.35%0.33%
Fund size (AUM)$70M$35.2B
Since20232022
Dividend yield2.86%1.17%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+8.8%+28.4%
CAGR 3YN/A+25.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.47
Volatility 1Y12.78%11.84%
Max drawdown-18.60%-21.81%

Similar to FDIV and CGDV