Screener
PSET vs CGDV
Principal Quality ETF vs Capital Group Dividend Value ETF
Key differences
Both PSET and CGDV are equity ETFs. PSET charges 0.15% a year and CGDV 0.33%. The main difference: PSET costs 0.18% less per year.
- PSET costs 0.18% less per year.
- CGDV is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSET | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.33% |
| Fund size (AUM) | $29M | $35.2B |
| Since | 2016 | 2022 |
| Dividend yield | 0.62% | 1.17% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +25.4% |
| CAGR 3Y | +12.2% | +24.1% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.56 | 1.39 |
| Volatility 1Y | 12.90% | 11.97% |
| Max drawdown | -34.74% | -21.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.