Compare · 2 funds side by side · dividends reinvested

DIVY and CGDV

DIVYSound Income×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,164DIVY · best of the two

02 / 04

DIVY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.73%+25.7%+31.2%+15.6%+10.1%−9.0%13.7%$28M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIVY 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$16,164

DIVY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

DIVYMeasureCGDV

+25.7%Year to dateJan 1 → Nov 4+14.6%

+31.2%1 yearTotal return+17.5%

+15.6%3 years · per year$10,000 became $15,446 · $20,044+26.1%

+10.1%5 years · per year$10,000 became $16,164 · […][…]

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

2.73%Trailing 12-mo yield$273 · $122 a year on $10k1.22%

−9.0%Worst dropSmaller is better−9.7%

13.7%VolatilityLower is calmer12.6%

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

4–3DIVY wins

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

More Ways to See the Pairs

DIVY vs CGDV: Top 5 Holdings

Today

DIVY

24.6%in top 5

CGDV

in top 524.6%

DIVYStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

5.8%PRGOnot top 5

5.5%OMCnot top 5

4.8%CRBGnot top 5

not top 5AVGO4.4%

4.3%ESnot top 5

4.2%UPSnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common2.5%

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

DIVY vs CGDV Returns, Every Period

Sound IncomeDIVY

+31.2%

past year

CGDVCapital Group

+17.5%

past year

DIVYCGDVFaded: behind in that period

2–1DIVY wins

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

DIVY vs CGDV

YTD

Sound IncomeDIVY

+25.7%

CGDVCapital Group

+14.6%

+25.7%Year to date+14.6%

−9.0%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y12.6%

2.7%Yield1.2%

$28.4MAssets$38.8B

3–1DIVY wins

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

Cost, Income and Risk

Fees: DIVY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DIVY0.45%$45

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

Yields: DIVY, CGDV

2.73%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.73%$273

CGDV1.22%$122

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DIVY, CGDV

Today

2.5%most shared, DIVY and CGDV

DIVYCGDV

DIVY—2.5%

CGDV2.5%—

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

Return vs Bumpiness: 2 ETFs

+31.2%DIVY, at 13.7% volatility

CGDVWorst drop−9.7%12.6% vol

DIVYWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

DIVYCGDV

+25.7%Year to date+14.6%

2.7%Yield1.2%

+31.2%Past year+17.5%

0.45%Fee0.33%

3–1DIVY 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