Compare · 2 funds side by side · dividends reinvested

DIV and CGDV

DIVGlobal X×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,278DIV · best of the two

02 / 04

DIV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - SuperDividend U.S. ETFIncome · Dividend stocks0.45%6.56%+16.9%+20.3%+14.7%+5.8%−5.4%10.2%$775M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DIV 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Global X - SuperDividend U.S. ETF · $775M$13,278

DIV

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DIVMeasureCGDV

+16.9%Year to dateJan 1 → Nov 4+14.6%

+20.3%1 yearTotal return+17.5%

+14.7%3 years · per year$10,000 became $15,110 · $20,044+26.1%

+5.8%5 years · per year$10,000 became $13,278 · […][…]

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

6.56%Trailing 12-mo yield$656 · $122 a year on $10k1.22%

−5.4%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer12.6%

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

5–2DIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIV vs CGDV: Top 5 Holdings

Today

DIV

13.8%in top 5

CGDV

in top 524.6%

DIVStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.5%TENnot top 5

not top 5RTX3.3%

2.7%CBLnot top 5

2.6%SXCnot top 5

2.6%PAAnot top 5

2.4%SFLnot top 5

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

DIV vs CGDV Returns, Every Period

Global XDIV

+20.3%

past year

CGDVCapital Group

+17.5%

past year

DIVCGDVFaded: behind in that period

2–1DIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DIV vs CGDV

YTD

Global XDIV

+16.9%

CGDVCapital Group

+14.6%

+16.9%Year to date+14.6%

−5.4%Worst drop · 1Y−9.7%

10.2%Volatility · 1Y12.6%

6.6%Yield1.2%

$775MAssets$38.8B

4–0DIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIV, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DIV0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DIV, CGDV

6.56%highest, DIV

FundTrailing yieldYield$10k

DIV6.56%$656

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$611most kept, DIV

DIV$656 − $45 = $611

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DIV, CGDV

Today

0.8%most shared, DIV and CGDV

DIVCGDV

DIV—0.8%

CGDV0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DIV, at 10.2% volatility

DIVWorst drop−5.4%10.2% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIVCGDV

+16.9%Year to date+14.6%

6.6%Yield1.2%

+20.3%Past year+17.5%

0.45%Fee0.33%

3–1DIV wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026