Screener
UDI vs CGDG
USCF Dividend Income ETF vs Capital Group Dividend Growers ETF
Key differences
Both UDI and CGDG are equity ETFs. UDI charges 0.65% a year and CGDG 0.47%. The main difference: UDI covers North America; CGDG covers global markets.
- UDI covers North America; CGDG covers global markets.
- CGDG costs 0.18% less per year.
- CGDG is much larger than UDI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| UDI | CGDG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.47% |
| Fund size (AUM) | $4M | $5.1B |
| Since | 2022 | 2023 |
| Dividend yield | 2.50% | 1.88% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.7% | +16.0% |
| CAGR 3Y | +17.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.05 | N/A |
| Volatility 1Y | 10.29% | 10.88% |
| Max drawdown | -14.17% | -10.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.