Skip to content
Beacon
Screener

XUDV vs CGDV

Franklin U.S. Dividend Booster Index ETF vs Capital Group Dividend Value ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Franklin Templeton Investments

Annual cost

0.09%

Fund size

$64M

CGDV

Capital Group Dividend Value ETF

Capital Group

Annual cost

0.33%

Fund size

$33.0B

Key differences

  • XUDV costs 0.24% less per year.
  • CGDV is significantly larger than XUDV — larger funds tend to be more liquid and less likely to close.
  • XUDV follows a index tracking strategy; CGDV uses active selection.

Side-by-side comparison

XUDVCGDV
Annual cost (TER)0.09%0.33%
Fund size (AUM)$64M$33.0B
Since20252022
Dividend yield3.60%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+32.5%+33.0%
CAGR 3YN/A+25.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.49
Volatility 1Y12.27%11.75%
Max drawdown-15.99%-21.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XUDV and CGDV