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HIDV vs CGDV

AB US High Dividend ETF vs Capital Group Dividend Value ETF

HIDV

AB US High Dividend ETF

Annual cost

0.35%

Fund size

$192M

CGDV

Capital Group Dividend Value ETF

Annual cost

0.33%

Fund size

$35.2B

Key differences

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

  • CGDV is much larger than HIDV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGDV has delivered higher annualized returns.

Side-by-side comparison

HIDVCGDV
Annual cost (TER)0.35%0.33%
Fund size (AUM)$192M$35.2B
Since20232022
Dividend yield2.25%1.17%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+26.6%+27.8%
CAGR 3Y+21.6%+24.9%
CAGR 5YN/AN/A
Sharpe 3Y1.171.43
Volatility 1Y12.12%12.13%
Max drawdown-18.76%-21.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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