Compare · 2 funds side by side · dividends reinvested

CDC and CGDV

CDCVictoryShares×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,675CDC · best of the two

02 / 04

CDC and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+20.1%+22.4%+15.9%+6.5%−7.9%10.9%$749M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

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: CDC 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $749M$13,675

CDC

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

CDCMeasureCGDV

+20.1%Year to dateJan 1 → Nov 3+13.0%

+22.4%1 yearTotal return+16.1%

+15.9%3 years · per year$10,000 became $15,567 · $19,988+26.0%

+6.5%5 years · per year$10,000 became $13,675 · […][…]

0.37%Expense ratio$37 · $33 a year on $10k · lower is better0.33%

3.06%Trailing 12-mo yield$306 · $123 a year on $10k1.23%

−7.9%Worst dropSmaller is better−9.7%

10.9%VolatilityLower is calmer12.6%

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

5–2CDC wins

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

More Ways to See the Pairs

CDC vs CGDV: Top 5 Holdings

Today

CDC

8.2%in top 5

CGDV

in top 524.1%

CDCStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common8.2%

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

CDC vs CGDV Returns, Every Period

VictorySharesCDC

+22.4%

past year

CGDVCapital Group

+16.1%

past year

CDCCGDVFaded: behind in that period

2–1CDC wins

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

CDC vs CGDV

YTD

VictorySharesCDC

+20.1%

CGDVCapital Group

+13.0%

+20.1%Year to date+13.0%

−7.9%Worst drop · 1Y−9.7%

10.9%Volatility · 1Y12.6%

3.1%Yield1.2%

$749MAssets$38.8B

4–0CDC wins

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

Cost, Income and Risk

Fees: CDC, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

CDC0.37%$37

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

Yields: CDC, CGDV

3.06%highest, CDC

FundTrailing yieldYield$10k

CDC3.06%$306

CGDV1.23%$123

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

Income After Fees on $10,000

$269most kept, CDC

CDC$306 − $37 = $269

CGDV$123 − $33 = $90

KeptFee

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

Overlap: CDC, CGDV

Today

8.2%most shared, CDC and CGDV

CDCCGDV

CDC—8.2%

CGDV8.2%—

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

Return vs Bumpiness: 2 ETFs

+22.4%CDC, at 10.9% volatility

CDCWorst drop−7.9%10.9% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

CDCCGDV

+20.1%Year to date+13.0%

3.1%Yield1.2%

+22.4%Past year+16.1%

0.37%Fee0.33%

3–1CDC 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