Compare · 3 funds side by side · dividends reinvested

CGDV, SDEM and DGRO

CGDVCapital Group×SDEMGlobal X×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

CGDV, SDEM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.3

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.25%+11.2%+15.4%+19.8%+6.0%−9.0%15.4%$43M2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.4

Rank among the three1st → 3rdFee, 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 · SDEM 2015 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,358

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

CGDVMeasureSDEM

+9.7%Year to dateJan 1 → Nov 5+11.2%

+13.2%1 yearTotal return+15.4%

+24.0%3 years · per year$10,000 became $19,064 · $17,209+19.8%

[…]5 years · per year$10,000 became […] · $13,358+6.0%

0.33%Expense ratio$33 · $66 a year on $10k · lower is better0.66%

1.27%Trailing 12-mo yield$127 · $525 a year on $10k5.25%

−9.7%Worst dropSmaller is better−9.0%

13.4%VolatilityLower is calmer15.4%

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

3–4SDEM 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 SDEM: Top 5 Holdings

Today

CGDV

24.4%in top 5

SDEM

in top 511.6%

CGDVStockSDEM

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 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITSA4.SA2.2%

Held in common0.0%

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

CGDV vs SDEM Returns, Every Period

Capital GroupCGDV

+13.2%

past year

SDEMGlobal X

+15.4%

past year

CGDVSDEMFaded: behind in that period

1–2SDEM wins

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

CGDV vs SDEM

YTD

Capital GroupCGDV

+9.7%

SDEMGlobal X

+11.2%

+9.7%Year to date+11.2%

−9.7%Worst drop · 1Y−9.0%

13.4%Volatility · 1Y15.4%

1.3%Yield5.2%

$39.5BAssets$43.3M

3–1SDEM wins

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

Cost, Income and Risk

Fees: CGDV, SDEM, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

SDEM0.66%$66

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

Yields: CGDV, SDEM, DGRO

5.25%highest, SDEM

FundTrailing yieldYield$10k

SDEM5.25%$525

DGRO1.86%$186

CGDV1.27%$127

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

Income After Fees on $10,000

$459most kept, SDEM

SDEM$525 − $66 = $459

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, SDEM, DGRO

Today

28.5%most shared, CGDV and DGRO

CGDVSDEMDGRO

CGDV—0.0%28.5%

SDEM0.0%—0.0%

DGRO28.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

SDEMWorst drop−9.0%15.4% vol

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

Paid More vs Made More

YTD

SDEMDGRO

+11.2%Year to date+17.2%

5.2%Yield1.9%

+15.4%Past year+21.2%

0.66%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026