Screener
FDRS vs CGDV
Founder-Led ETF vs Capital Group Dividend Value ETF
Key differences
Both FDRS and CGDV are equity ETFs. FDRS charges 0.49% a year and CGDV 0.33%. The main difference: FDRS follows a index tracking strategy; CGDV uses active selection.
- FDRS follows a index tracking strategy; CGDV uses active selection.
- CGDV costs 0.16% less per year.
- CGDV is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FDRS | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.33% |
| Fund size (AUM) | $94M | $35.2B |
| Since | 2025 | 2022 |
| Dividend yield | — | 1.17% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +28.4% |
| CAGR 3Y | N/A | +25.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.47 |
| Volatility 1Y | — | 11.84% |
| Max drawdown | -21.64% | -21.81% |
Similar to FDRS and CGDV
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