Compare CGDV and MPIM

CGDV and MPIM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.1

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.52%[…][…][…][…][…][…]$38M1.5

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 · MPIM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

MPIM

m+ Income Momentum Autocall ETF · $38M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureMPIM

+9.6%Year to dateJan 1 → Nov 6[…]

+12.9%1 yearTotal return[…]

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $70 a year on $10k · lower is better0.70%

1.27%Trailing 12-mo yield$127 · $352 a year on $10k3.52%

−9.7%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

1–1Level

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 MPIM: Top 5 Holdings

Today

CGDV

23.9%in top 5

MPIM

in top 5[…]

CGDVStockMPIM

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 MPIM Returns, Every Period

1Y

Capital GroupCGDV

+12.9%

past year

MPIMm+ Funds

[…]

past year

Returns […]

CGDVMPIMFaded: behind in that period

0–0Level

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

CGDV vs MPIM

YTD

Capital GroupCGDV

+9.6%

MPIMm+ Funds

[…]

+9.6%Year to date[…]

−9.7%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.3%Yield3.5%

$39.5BAssets$37.9M

1–0MPIM wins

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

Cost, Income and Risk

Fees: CGDV, MPIM

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MPIM0.70%$70

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

Yields: CGDV, MPIM

1Y

3.52%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.52%$352

CGDV1.27%$127

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

Income After Fees on $10,000

1Y

$282most kept, MPIM

MPIM$352 − $70 = $282

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, MPIM

Today

[…]holdings […]

CGDVMPIM

CGDV—[…]

MPIM[…]—

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

CGDVWorst drop−9.7%13.4% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIMCGDV

[…]Year to date+9.6%

3.5%Yield1.3%

[…]Past year+12.9%

0.70%Fee0.33%

1–1level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026