Screener
TMFE vs CGDV
Motley Fool Capital Efficiency 100 Index ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV costs 0.17% less per year.
- CGDV is significantly larger than TMFE — larger funds tend to be more liquid and less likely to close.
- TMFE follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| TMFE | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.33% |
| Fund size (AUM) | $84M | $33.0B |
| Since | 2021 | 2022 |
| Dividend yield | 0.32% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.2% | +33.0% |
| CAGR 3Y | +21.1% | +25.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.07 | 1.49 |
| Volatility 1Y | 12.24% | 11.75% |
| Max drawdown | -31.07% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to TMFE and CGDV
Explore further