Compare · 2 funds side by side · dividends reinvested

XLC and CGDV

XLCSPDR×CGDVCapital Group×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$19,988CGDV · best of the two

02 / 04

XLC 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%$38.8B1.3

State Street Communication Services Select Sector SPDR ETFSectors · Communication0.08%1.36%−13.0%−10.6%+18.5%+6.0%−16.1%16.4%$21.6B1.6

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: XLC 2018 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street Communication Services Select Sector SPDR ETF · $21.6B$13,367

XLC

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

XLCMeasureCGDV

−13.0%Year to dateJan 1 → Nov 3+13.0%

−10.6%1 yearTotal return+16.1%

+18.5%3 years · per year$10,000 became $16,646 · $19,988+26.0%

+6.0%5 years · per year$10,000 became $13,367 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.36%Trailing 12-mo yield$136 · $123 a year on $10k1.23%

−16.1%Worst dropSmaller is better−9.7%

16.4%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

XLC vs CGDV: Top 5 Holdings

Today

XLC

52.4%in top 5

CGDV

in top 524.1%

XLCStockCGDV

22.1%META3.8%

11.1%GOOGLnot top 5

9.0%GOOGnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

5.5%DISnot top 5

4.7%TTWOnot top 5

not top 5AVGO4.3%

not top 5RTX3.3%

Held in common8.5%

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

XLC vs CGDV Returns, Every Period

SPDRXLC

−10.6%

past year

CGDVCapital Group

+16.1%

past year

XLCCGDVFaded: behind in that period

0–3CGDV wins

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

Sector vs Income: XLC vs CGDV

YTD

SPDRXLC

−13.0%

CGDVCapital Group

+13.0%

−13.0%Year to date+13.0%

−16.1%Worst drop · 1Y−9.7%

16.4%Volatility · 1Y12.6%

1.4%Yield1.2%

$21.6BAssets$38.8B

3–1CGDV wins

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

Cost, Income and Risk

Fees: XLC, CGDV

Today

0.08%lowest, XLC

FundExpense ratioFee$10k

XLC0.08%$8

CGDV0.33%$33

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

Yields: XLC, CGDV

1.36%highest, XLC

FundTrailing yieldYield$10k

XLC1.36%$136

CGDV1.23%$123

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

Income After Fees on $10,000

$128most kept, XLC

XLC$136 − $8 = $128

CGDV$123 − $33 = $90

KeptFee

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

Overlap: XLC, CGDV

Today

8.5%most shared, XLC and CGDV

XLCCGDV

XLC—8.5%

CGDV8.5%—

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

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

XLCWorst drop−16.1%16.4% vol

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

Paid More vs Made More

YTD

XLCCGDV

−13.0%Year to date+13.0%

1.4%Yield1.2%

−10.6%Past year+16.1%

0.08%Fee0.33%

2–2level

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