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FMCX vs CGDV
FM Focus Equity ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV costs 0.38% less per year.
- CGDV is significantly larger than FMCX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| FMCX | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.33% |
| Fund size (AUM) | $115M | $33.0B |
| Since | 2022 | 2022 |
| Dividend yield | 0.34% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +33.0% |
| CAGR 3Y | +17.2% | +25.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | 1.49 |
| Volatility 1Y | 12.96% | 11.75% |
| Max drawdown | -17.70% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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