Compare · 2 funds side by side · dividends reinvested

DDIV and CGDV

DDIVFirst Trust×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,325DDIV · best of the two

02 / 04

DDIV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.3

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.61%+11.4%+18.6%+22.4%+9.8%−11.3%14.6%$72M1.6

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: DDIV 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Dividend ETF · $72M$15,325

DDIV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

DDIVMeasureCGDV

+11.4%Year to dateJan 1 → Nov 5+14.6%

+18.6%1 yearTotal return+17.5%

+22.4%3 years · per year$10,000 became $18,330 · $20,044+26.1%

+9.8%5 years · per year$10,000 became $15,953 · […][…]

0.60%Expense ratio$60 · $33 a year on $10k · lower is better0.33%

1.61%Trailing 12-mo yield$161 · $122 a year on $10k1.22%

−11.3%Worst dropSmaller is better−9.7%

14.6%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

DDIV vs CGDV: Top 5 Holdings

Today

DDIV

22.3%in top 5

CGDV

in top 524.4%

DDIVStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

5.4%SPGnot top 5

4.8%CTREnot top 5

4.4%HASnot top 5

not top 5AVGO4.3%

3.9%CVXnot top 5

3.9%HPQnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common4.4%

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

DDIV vs CGDV Returns, Every Period

First TrustDDIV

+18.6%

past year

CGDVCapital Group

+17.5%

past year

DDIVCGDVFaded: behind in that period

1–2CGDV wins

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

DDIV vs CGDV

YTD

First TrustDDIV

+11.4%

CGDVCapital Group

+14.6%

+11.4%Year to date+14.6%

−11.3%Worst drop · 1Y−9.7%

14.6%Volatility · 1Y12.6%

1.6%Yield1.2%

$72.2MAssets$39.0B

3–1CGDV wins

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

Cost, Income and Risk

Fees: DDIV, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DDIV0.60%$60

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

Yields: DDIV, CGDV

1.61%highest, DDIV

FundTrailing yieldYield$10k

DDIV1.61%$161

CGDV1.22%$122

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

Income After Fees on $10,000

$101most kept, DDIV

DDIV$161 − $60 = $101

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DDIV, CGDV

Today

4.4%most shared, DDIV and CGDV

DDIVCGDV

DDIV—4.4%

CGDV4.4%—

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

Return vs Bumpiness: 2 ETFs

+18.6%DDIV, at 14.6% volatility

CGDVWorst drop−9.7%12.6% vol

DDIVWorst drop−11.3%14.6% vol

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

Paid More vs Made More

YTD

DDIVCGDV

+11.4%Year to date+14.6%

1.6%Yield1.2%

+18.6%Past year+17.5%

0.60%Fee0.33%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026