Screener
SMDV vs CGDV
ProShares Russell 2000 Dividend Growers ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV costs 0.07% less per year.
- CGDV is significantly larger than SMDV — larger funds tend to be more liquid and less likely to close.
- SMDV follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- SMDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMDV | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.33% |
| Fund size (AUM) | $661M | $33.0B |
| Since | 2015 | 2022 |
| Dividend yield | 2.38% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.7% | +33.0% |
| CAGR 3Y | +10.6% | +25.7% |
| CAGR 5Y | +4.1% | N/A |
| Sharpe 3Y | 0.44 | 1.49 |
| Volatility 1Y | 15.90% | 11.75% |
| Max drawdown | -34.12% | -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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