Compare DIVE and CGDV

DIVE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.26%+11.8%+17.7%[…][…]−11.5%12.4%$48M1.5

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: DIVE 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dana Concentrated Dividend ETF · $48M[…]

DIVE

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

DIVEMeasureCGDV

+11.8%Year to dateJan 1 → Nov 4+13.0%

+17.7%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

1.26%Trailing 12-mo yield$126 · $123 a year on $10k1.23%

−11.5%Worst dropSmaller is better−9.7%

12.4%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

DIVE vs CGDV: Top 5 Holdings

Today

DIVE

25.3%in top 5

CGDV

in top 524.6%

DIVEStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

5.6%PMnot top 5

5.2%KDPnot top 5

4.9%QSRnot top 5

4.9%IQVnot top 5

4.7%AMZNnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common16.0%

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

DIVE vs CGDV Returns, Every Period

1Y

DanaDIVE

+17.7%

past year

CGDVCapital Group

+16.1%

past year

DIVECGDVFaded: behind in that period

1–1Level

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

DIVE vs CGDV

YTD

DanaDIVE

+11.8%

CGDVCapital Group

+13.0%

+11.8%Year to date+13.0%

−11.5%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y12.6%

1.3%Yield1.2%

$48.4MAssets$38.8B

2–2level

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

Cost, Income and Risk

Fees: DIVE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DIVE0.65%$65

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

Yields: DIVE, CGDV

1Y

1.26%highest, DIVE

FundTrailing yieldYield$10k

DIVE1.26%$126

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$90most kept, CGDV

CGDV$123 − $33 = $90

DIVE$126 − $65 = $61

KeptFee

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

Overlap: DIVE, CGDV

Today

16.0%most shared, DIVE and CGDV

DIVECGDV

DIVE—16.0%

CGDV16.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DIVE, at 12.4% volatility

DIVEWorst drop−11.5%12.4% 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

DIVECGDV

+11.8%Year to date+13.0%

1.3%Yield1.2%

+17.7%Past year+16.1%

0.65%Fee0.33%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026