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MAVF vs CGDV

Matrix Advisors Value ETF vs Capital Group Dividend Value ETF

MAVF

Matrix Advisors Value ETF

Matrix Asset Advisors Inc

Annual cost

0.75%

Fund size

$91M

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

Key differences

  • CGDV costs 0.42% less per year.
  • CGDV is significantly larger than MAVF — larger funds tend to be more liquid and less likely to close.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAVFCGDV
Annual cost (TER)0.75%0.33%
Fund size (AUM)$91M$33.0B
Since19962022
Dividend yield0.23%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+36.0%+33.0%
CAGR 3YN/A+25.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.49
Volatility 1Y14.06%11.75%
Max drawdown-14.87%-21.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MAVF and CGDV