Compare CGDV and SCDV

CGDV and SCDV, 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%$39.5B1.0

ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETFIncome · Dividend stocks0.70%0.43%+7.9%+6.3%[…][…]−11.4%16.2%$152M2.0

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 · SCDV 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGDV

SCDV

ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF · $152M[…]

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

CGDVMeasureSCDV

+9.6%Year to dateJan 1 → Nov 6+7.9%

+12.9%1 yearTotal return+6.3%

+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 · $43 a year on $10k0.43%

−9.7%Worst dropSmaller is better−11.4%

13.4%VolatilityLower is calmer16.2%

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

6–0CGDV 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 SCDV: Top 5 Holdings

Today

CGDV

23.9%in top 5

SCDV

in top 530.8%

CGDVStockSCDV

not top 5ENSG9.9%

7.0%MSFTnot top 5

not top 5CHE5.9%

5.7%NVDAnot top 5

not top 5AHR5.4%

not top 5FSS4.9%

not top 5VCTR4.7%

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common0.0%

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

CGDV vs SCDV Returns, Every Period

1Y

Capital GroupCGDV

+12.9%

past year

SCDVBahl & Gaynor

+6.3%

past year

CGDVSCDVFaded: behind in that period

2–0CGDV wins

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

CGDV vs SCDV

YTD

Capital GroupCGDV

+9.6%

SCDVBahl & Gaynor

+7.9%

+9.6%Year to date+7.9%

−9.7%Worst drop · 1Y−11.4%

13.4%Volatility · 1Y16.2%

1.3%Yield0.4%

$39.5BAssets$152M

4–0CGDV wins

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

Cost, Income and Risk

Fees: CGDV, SCDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SCDV0.70%$70

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

Yields: CGDV, SCDV

1Y

1.27%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.27%$127

SCDV0.43%$43

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

Income After Fees on $10,000

1Y

$94most kept, CGDV

CGDV$127 − $33 = $94

SCDV$43 − $70 = −$27

KeptFee

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

Overlap: CGDV, SCDV

Today

0.0%most shared, CGDV and SCDV

CGDVSCDV

CGDV—0.0%

SCDV0.0%—

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

SCDVWorst drop−11.4%16.2% vol

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

Paid More vs Made More

YTD

CGDVSCDV

+9.6%Year to date+7.9%

1.3%Yield0.4%

+12.9%Past year+6.3%

0.33%Fee0.70%

4–0CGDV wins

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