Compare · 3 funds side by side · dividends reinvested

CGDV, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

CGDV, SPYM and VOO, 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%$39.5B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 37.1% in common

CGDVMeasureSPYM

+9.6%Year to dateJan 1 → Nov 6+8.8%

+12.9%1 yearTotal return+9.8%

+23.5%3 years · per year$10,000 became $18,840 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.33%Expense ratio$33 · $2 a year on $10k · lower is better0.02%

1.27%Trailing 12-mo yield$127 · $105 a year on $10k1.05%

−9.7%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

5–2CGDV 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 SPYM: Top 5 Holdings

Today

CGDV

23.9%in top 5

SPYM

in top 527.8%

CGDVStockSPYM

not top 5AAPL7.9%

7.0%MSFT6.3%

5.7%NVDA6.9%

not top 5AMZN4.0%

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5GOOGL2.6%

Held in common37.1%

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

CGDV vs SPYM Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SPYMSPDR

+9.8%

past year

CGDVSPYMFaded: behind in that period

3–0CGDV wins

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

Income vs Core: CGDV vs VOO

YTD

Capital GroupCGDV

+9.6%

VOOVanguard

+8.7%

+9.6%Year to date+8.7%

−9.7%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.5%

1.3%Yield1.1%

$39.5BAssets$1.00T

3–1CGDV wins

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

Cost, Income and Risk

Fees: CGDV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CGDV0.33%$33

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

Yields: CGDV, SPYM, VOO

1.27%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.27%$127

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

CGDVSPYMVOO

CGDV—37.1%36.5%

SPYM37.1%—92.2%

VOO36.5%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CGDVSPYM

+9.6%Year to date+8.8%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.33%Fee0.02%

3–1CGDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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