Compare CGDV and EIPX

CGDV and EIPX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Energy Income Partners Strategy ETFIncome · Dividend stocks0.95%2.74%+27.2%+29.5%+20.3%[…]−6.9%12.1%$590M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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 4, 2026 · returns include dividends · since: CGDV 2022 · EIPX 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

EIPX

FT Energy Income Partners Strategy ETF · $590M[…]

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

CGDVMeasureEIPX

+14.6%Year to dateJan 1 → Nov 4+27.2%

+17.5%1 yearTotal return+29.5%

+26.1%3 years · per year$10,000 became $20,044 · $17,403+20.3%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $95 a year on $10k · lower is better0.95%

1.22%Trailing 12-mo yield$122 · $274 a year on $10k2.74%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer12.1%

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

2–5EIPX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs EIPX: Top 5 Holdings

Today

CGDV

24.6%in top 5

EIPX

in top 523.6%

CGDVStockEIPX

not top 5EPD7.5%

not top 5ET6.7%

6.6%MSFTnot top 5

6.3%NVDAnot top 5

4.4%AVGOnot top 5

3.8%METAnot top 5

not top 5MPLX3.7%

3.3%RTXnot top 5

not top 5NFG2.9%

not top 5PAGP2.8%

Held in common3.0%

End-of-day Nov 4, 2026 · share of each fund

CGDV vs EIPX Returns, Every Period

1Y

Capital GroupCGDV

+17.5%

past year

EIPXFirst Trust

+29.5%

past year

CGDVEIPXFaded: behind in that period

1–2EIPX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGDV vs EIPX

YTD

Capital GroupCGDV

+14.6%

EIPXFirst Trust

+27.2%

+14.6%Year to date+27.2%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y12.1%

1.2%Yield2.7%

$38.8BAssets$590M

4–0EIPX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, EIPX

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

EIPX0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGDV, EIPX

1Y

2.74%highest, EIPX

FundTrailing yieldYield$10k

EIPX2.74%$274

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$179most kept, EIPX

EIPX$274 − $95 = $179

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGDV, EIPX

Today

3.0%most shared, CGDV and EIPX

CGDVEIPX

CGDV—3.0%

EIPX3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.5%EIPX, at 12.1% volatility

EIPXWorst drop−6.9%12.1% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EIPXCGDV

+27.2%Year to date+14.6%

2.7%Yield1.2%

+29.5%Past year+17.5%

0.95%Fee0.33%

3–1EIPX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026