Screener
NDIV vs CGDV
Amplify Energy & Natural Resources Covered Call ETF vs Capital Group Dividend Value ETF
Key differences
NDIV is an alternative ETF, while CGDV is an equity ETF. NDIV charges 0.59% a year and CGDV 0.33%.
- NDIV is an alternative fund, while CGDV is an equity fund. They carry different risk/return profiles.
- NDIV follows a option income strategy; CGDV uses active selection.
- CGDV costs 0.26% less per year.
- CGDV is much larger than NDIV. 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
| NDIV | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.33% |
| Fund size (AUM) | $29M | $35.2B |
| Since | 2022 | 2022 |
| Dividend yield | 6.62% | 1.17% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +34.3% | +28.4% |
| CAGR 3Y | +19.9% | +25.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | 1.46 |
| Volatility 1Y | 20.13% | 11.84% |
| Max drawdown | -19.73% | -21.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.