Compare CAS and CGDV | ETF Tracker

CAS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.1

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%77.80%−8.2%−5.2%[…][…]−24.1%25.2%$10M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CAS 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Simplify China A Shares PLUS Income ETF · $10M$9,478

CAS

CGDV

Capital Group Dividend Value ETF · $38.8B$11,608

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

CASMeasureCGDV

−8.2%Year to dateJan 1 → Nov 3+13.0%

−5.2%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.94%Expense ratio$94 · $33 a year on $10k · lower is better0.33%

77.80%Trailing 12-mo yield$7,780 · $123 a year on $10k1.23%

−24.1%Worst dropSmaller is better−9.7%

25.2%VolatilityLower is calmer12.6%

CASCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5CGDV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAS vs CGDV: Top 5 Holdings

Today

CAS

24.2%in top 5

CGDV

in top 524.1%

CASStockCGDV

24.2%SBILnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CAS vs CGDV Returns, Every Period

1Y

SimplifyCAS

−5.2%

past year

CGDVCapital Group

+16.1%

past year

CASCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CAS vs CGDV

YTD

SimplifyCAS

−8.2%

CGDVCapital Group

+13.0%

−8.2%Year to date+13.0%

−24.1%Worst drop · 1Y−9.7%

25.2%Volatility · 1Y12.6%

77.8%Yield1.2%

$10.3MAssets$38.8B

3–1CGDV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

CAS0.94%$94

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CAS, CGDV

1Y

77.80%highest, CAS

FundTrailing yieldYield$10k

CAS77.80%$7,780

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7,686most kept, CAS

CAS$7,780 − $94 = $7,686

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CAS, CGDV

Today

0.0%most shared, CAS and CGDV

CASCGDV

CAS—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

CASWorst drop−24.1%25.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CASCGDV

−8.2%Year to date+13.0%

77.8%Yield1.2%

−5.2%Past year+16.1%

0.94%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026