Screener
SPYD vs CGDV
State Street SPDR Portfolio S&P 500 High Dividend ETF vs Capital Group Dividend Value ETF
Key differences
Both SPYD and CGDV are equity ETFs. SPYD charges 0.07% a year and CGDV 0.33%. The main difference: SPYD follows a index tracking strategy; CGDV uses active selection.
- SPYD follows a index tracking strategy; CGDV uses active selection.
- SPYD costs 0.26% less per year.
- CGDV is much larger than SPYD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
- SPYD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPYD | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.33% |
| Fund size (AUM) | $7.3B | $35.2B |
| Since | 2015 | 2022 |
| Dividend yield | 4.18% | 1.17% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +18.8% | +28.4% |
| CAGR 3Y | +16.1% | +25.5% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.86 | 1.47 |
| Volatility 1Y | 11.65% | 11.84% |
| Max drawdown | -46.42% | -21.81% |
Similar to SPYD and CGDV
Explore further