Compare CGDV and LDDR

CGDV and LDDR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - LifeX 2035 Income Bucket ETFIncome · Dividend stocks0.25%13.37%−0.1%+0.6%[…][…]−5.3%4.2%$38M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · LDDR 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureLDDR

+9.6%Year to dateJan 1 → Nov 6−0.1%

+12.9%1 yearTotal return+0.6%

+23.5%3 years · per year$10,000 became $18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $25 a year on $10k · lower is better0.25%

1.27%Trailing 12-mo yield$127 · $1,337 a year on $10k13.37%

−9.7%Worst dropSmaller is better−5.3%

13.4%VolatilityLower is calmer4.2%

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

2–4LDDR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs LDDR: Top 5 Holdings

Today

CGDV

23.9%in top 5

LDDR

in top 5[…]

CGDVStockLDDR

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CGDV vs LDDR Returns, Every Period

1Y

Capital GroupCGDV

+12.9%

past year

LDDRStone Ridge

+0.6%

past year

CGDVLDDRFaded: behind in that period

2–0CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CGDV vs LDDR

YTD

Capital GroupCGDV

+9.6%

LDDRStone Ridge

−0.1%

+9.6%Year to date−0.1%

−9.7%Worst drop · 1Y−5.3%

13.4%Volatility · 1Y4.2%

1.3%Yield13.4%

$37.9BAssets$38.1M

3–1LDDR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, LDDR

Today

0.25%lowest, LDDR

FundExpense ratioFee$10k

LDDR0.25%$25

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, LDDR

1Y

13.37%highest, LDDR

FundTrailing yieldYield$10k

LDDR13.37%$1,337

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,312most kept, LDDR

LDDR$1,337 − $25 = $1,312

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGDV, LDDR

Today

[…]holdings […]

CGDVLDDR

CGDV—[…]

LDDR[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.9%CGDV, at 13.4% volatility

LDDRWorst drop−5.3%4.2% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LDDRCGDV

−0.1%Year to date+9.6%

13.4%Yield1.3%

+0.6%Past year+12.9%

0.25%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026