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HDV vs CGDV
iShares Core High Dividend ETF vs Capital Group Dividend Value ETF
Key differences
- HDV costs 0.25% less per year.
- HDV follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HDV | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.33% |
| Fund size (AUM) | $13.6B | $33.0B |
| Since | 2011 | 2022 |
| Dividend yield | 2.88% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.2% | +33.0% |
| CAGR 3Y | +16.3% | +25.7% |
| CAGR 5Y | +10.8% | N/A |
| Sharpe 3Y | 1.09 | 1.49 |
| Volatility 1Y | 9.59% | 11.75% |
| Max drawdown | -37.04% | -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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