Compare · 2 funds side by side · dividends reinvested

CGDV and RDVY

CGDVCapital Group×RDVYFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,167RDVY · best of the two

02 / 04

CGDV and RDVY, 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%$38.8B1.4

First Trust Rising Dividend Achievers ETFIncome · Dividend stocks0.47%0.85%+15.5%+19.6%+24.2%+11.4%−9.0%14.2%$25.7B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: CGDV 2022 · RDVY 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

RDVY

First Trust Rising Dividend Achievers ETF · $25.7B$17,167

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

CGDVMeasureRDVY

+13.0%Year to dateJan 1 → Nov 3+15.5%

+16.1%1 yearTotal return+19.6%

+26.0%3 years · per year$10,000 became $19,988 · $19,141+24.2%

[…]5 years · per year$10,000 became […] · $17,167+11.4%

0.33%Expense ratio$33 · $47 a year on $10k · lower is better0.47%

1.23%Trailing 12-mo yield$123 · $85 a year on $10k0.85%

−9.7%Worst dropSmaller is better−9.0%

12.6%VolatilityLower is calmer14.2%

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

4–3CGDV wins

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

More Ways to See the Pairs

CGDV vs RDVY: Top 5 Holdings

Today

CGDV

24.1%in top 5

RDVY

in top 511.7%

CGDVStockRDVY

6.5%MSFTnot top 5

6.2%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common19.6%

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

CGDV vs RDVY Returns, Every Period

Capital GroupCGDV

+16.1%

past year

RDVYFirst Trust

+19.6%

past year

CGDVRDVYFaded: behind in that period

1–2RDVY wins

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

CGDV vs RDVY

YTD

Capital GroupCGDV

+13.0%

RDVYFirst Trust

+15.5%

+13.0%Year to date+15.5%

−9.7%Worst drop · 1Y−9.0%

12.6%Volatility · 1Y14.2%

1.2%Yield0.9%

$38.8BAssets$25.7B

2–2level

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

Cost, Income and Risk

Fees: CGDV, RDVY

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

RDVY0.47%$47

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

Yields: CGDV, RDVY

1.23%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.23%$123

RDVY0.85%$85

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

Income After Fees on $10,000

$90most kept, CGDV

CGDV$123 − $33 = $90

RDVY$85 − $47 = $38

KeptFee

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

Overlap: CGDV, RDVY

Today

19.6%most shared, CGDV and RDVY

CGDVRDVY

CGDV—19.6%

RDVY19.6%—

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

Return vs Bumpiness: 2 ETFs

+19.6%RDVY, at 14.2% volatility

CGDVWorst drop−9.7%12.6% vol

RDVYWorst drop−9.0%14.2% vol

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

Paid More vs Made More

YTD

CGDVRDVY

+13.0%Year to date+15.5%

1.2%Yield0.9%

+16.1%Past year+19.6%

0.33%Fee0.47%

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