Compare · 2 funds side by side · dividends reinvested

DIVZ and CGDV

DIVZTrueShares×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,371DIVZ · best of the two

02 / 04

DIVZ 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

Polen Dividend Income ETFIncome · Dividend stocks0.65%2.54%+6.4%+11.0%+17.6%+9.0%−7.2%9.8%$314M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: DIVZ 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Polen Dividend Income ETF · $314M$15,371

DIVZ

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 24.9% in common

DIVZMeasureCGDV

+6.4%Year to dateJan 1 → Nov 3+13.0%

+11.0%1 yearTotal return+16.1%

+17.6%3 years · per year$10,000 became $16,261 · $19,988+26.0%

+9.0%5 years · per year$10,000 became $15,371 · […][…]

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

2.54%Trailing 12-mo yield$254 · $123 a year on $10k1.23%

−7.2%Worst dropSmaller is better−9.7%

9.8%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

DIVZ vs CGDV: Top 5 Holdings

Today

DIVZ

28.0%in top 5

CGDV

in top 524.1%

DIVZStockCGDV

6.6%PMnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

5.8%MPLXnot top 5

5.7%UNHnot top 5

5.2%CVXnot top 5

4.8%JNJnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common24.9%

End-of-day Nov 3, 2026 · share of each fund

DIVZ vs CGDV Returns, Every Period

TrueSharesDIVZ

+11.0%

past year

CGDVCapital Group

+16.1%

past year

DIVZCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIVZ vs CGDV

YTD

TrueSharesDIVZ

+6.4%

CGDVCapital Group

+13.0%

+6.4%Year to date+13.0%

−7.2%Worst drop · 1Y−9.7%

9.8%Volatility · 1Y12.6%

2.5%Yield1.2%

$314MAssets$38.8B

3–1DIVZ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVZ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DIVZ0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DIVZ, CGDV

2.54%highest, DIVZ

FundTrailing yieldYield$10k

DIVZ2.54%$254

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$189most kept, DIVZ

DIVZ$254 − $65 = $189

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DIVZ, CGDV

Today

24.9%most shared, DIVZ and CGDV

DIVZCGDV

DIVZ—24.9%

CGDV24.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

DIVZWorst drop−7.2%9.8% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIVZCGDV

+6.4%Year to date+13.0%

2.5%Yield1.2%

+11.0%Past year+16.1%

0.65%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026