Compare · 2 funds side by side · dividends reinvested

CGDV and REGL

CGDVCapital Group×REGLProShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,767REGL · best of the two

02 / 04

CGDV and REGL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.14%+12.1%+15.9%+15.6%+8.1%−9.7%12.8%$1.8B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGDV 2022 · REGL 2015

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.0B[…]

CGDV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,767

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGDVMeasureREGL

+9.7%Year to dateJan 1 → Nov 5+12.1%

+13.2%1 yearTotal return+15.9%

+24.0%3 years · per year$10,000 became $19,064 · $15,447+15.6%

[…]5 years · per year$10,000 became […] · $14,767+8.1%

0.33%Expense ratio$33 · $40 a year on $10k · lower is better0.40%

1.27%Trailing 12-mo yield$127 · $214 a year on $10k2.14%

−9.7%Worst dropSmaller is better−9.7%

13.4%VolatilityLower is calmer12.8%

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

2–4REGL wins

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

More Ways to See the Pairs

CGDV vs REGL: Top 5 Holdings

Today

CGDV

24.4%in top 5

REGL

in top 58.9%

CGDVStockREGL

7.0%MSFTnot top 5

6.1%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.2%RTXnot top 5

not top 5THO1.9%

not top 5PII1.8%

not top 5EVR1.8%

not top 5CHDN1.7%

not top 5R1.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CGDV vs REGL Returns, Every Period

Capital GroupCGDV

+13.2%

past year

REGLProShares

+15.9%

past year

CGDVREGLFaded: behind in that period

1–2REGL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGDV vs REGL

YTD

Capital GroupCGDV

+9.7%

REGLProShares

+12.1%

+9.7%Year to date+12.1%

−9.7%Worst drop · 1Y−9.7%

13.4%Volatility · 1Y12.8%

1.3%Yield2.1%

$39.0BAssets$1.8B

3–0REGL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, REGL

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

REGL0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGDV, REGL

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGDV, REGL

Today

0.0%most shared, CGDV and REGL

CGDVREGL

CGDV—0.0%

REGL0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%REGL, at 12.8% volatility

REGLWorst drop−9.7%12.8% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

REGLCGDV

+12.1%Year to date+9.7%

2.1%Yield1.3%

+15.9%Past year+13.2%

0.40%Fee0.33%

3–1REGL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026