Compare · 2 funds side by side · dividends reinvested

CGDV and SDY

CGDVCapital Group×SDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,022SDY · best of the two

02 / 04

CGDV and SDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Dividend ETFIncome · Dividend stocks0.35%2.32%+19.1%+22.7%+16.3%+8.5%−7.7%11.5%$22.3B1.3

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 · SDY 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SDY

State Street SPDR S&P Dividend ETF · $22.3B$15,022

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

CGDVMeasureSDY

+9.7%Year to dateJan 1 → Nov 5+19.1%

+13.2%1 yearTotal return+22.7%

+24.0%3 years · per year$10,000 became $19,064 · $15,723+16.3%

[…]5 years · per year$10,000 became […] · $15,022+8.5%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

1.27%Trailing 12-mo yield$127 · $232 a year on $10k2.32%

−9.7%Worst dropSmaller is better−7.7%

13.4%VolatilityLower is calmer11.5%

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

2–5SDY 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 SDY: Top 5 Holdings

Today

CGDV

24.4%in top 5

SDY

in top 510.7%

CGDVStockSDY

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 5VZ2.8%

not top 5O2.2%

not top 5PEP2.1%

not top 5NKE1.9%

not top 5ACN1.8%

Held in common8.2%

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

CGDV vs SDY Returns, Every Period

Capital GroupCGDV

+13.2%

past year

SDYSPDR

+22.7%

past year

CGDVSDYFaded: behind in that period

1–2SDY wins

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

CGDV vs SDY

YTD

Capital GroupCGDV

+9.7%

SDYSPDR

+19.1%

+9.7%Year to date+19.1%

−9.7%Worst drop · 1Y−7.7%

13.4%Volatility · 1Y11.5%

1.3%Yield2.3%

$39.0BAssets$22.3B

4–0SDY wins

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

Cost, Income and Risk

Fees: CGDV, SDY

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SDY0.35%$35

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

Yields: CGDV, SDY

2.32%highest, SDY

FundTrailing yieldYield$10k

SDY2.32%$232

CGDV1.27%$127

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

Income After Fees on $10,000

$197most kept, SDY

SDY$232 − $35 = $197

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, SDY

Today

8.2%most shared, CGDV and SDY

CGDVSDY

CGDV—8.2%

SDY8.2%—

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

Return vs Bumpiness: 2 ETFs

+22.7%SDY, at 11.5% volatility

SDYWorst drop−7.7%11.5% 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

SDYCGDV

+19.1%Year to date+9.7%

2.3%Yield1.3%

+22.7%Past year+13.2%

0.35%Fee0.33%

3–1SDY 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