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SPDV vs CGDV
AAM S&P 500 High Dividend Value ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
- SPDV follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- SPDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPDV | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.33% |
| Fund size (AUM) | $90M | $33.0B |
| Since | 2017 | 2022 |
| Dividend yield | 3.38% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.3% | +33.0% |
| CAGR 3Y | +17.2% | +25.7% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.91 | 1.49 |
| Volatility 1Y | 12.31% | 11.75% |
| Max drawdown | -43.81% | -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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