Compare · 2 funds side by side · dividends reinvested

DJD and CGDV

DJDInvesco×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,639DJD · best of the two

02 / 04

DJD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dow Jones Industrial Average Dividend ETFIncome · Dividend stocks0.07%2.18%+24.3%+29.9%+23.3%+13.3%−5.7%11.5%$534M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.9

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: DJD 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dow Jones Industrial Average Dividend ETF · $534M$18,639

DJD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

DJDMeasureCGDV

+24.3%Year to dateJan 1 → Nov 4+14.6%

+29.9%1 yearTotal return+17.5%

+23.3%3 years · per year$10,000 became $18,760 · $20,044+26.1%

+13.3%5 years · per year$10,000 became $18,639 · […][…]

0.07%Expense ratio$7 · $33 a year on $10k · lower is better0.33%

2.18%Trailing 12-mo yield$218 · $122 a year on $10k1.22%

−5.7%Worst dropSmaller is better−9.7%

11.5%VolatilityLower is calmer12.6%

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

6–1DJD wins

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

More Ways to See the Pairs

DJD vs CGDV: Top 5 Holdings

Today

DJD

34.4%in top 5

CGDV

in top 524.6%

DJDStockCGDV

8.5%NKEnot top 5

7.2%CVXnot top 5

6.7%PGnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

6.0%HDnot top 5

5.9%IBMnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common11.9%

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

DJD vs CGDV Returns, Every Period

InvescoDJD

+29.9%

past year

CGDVCapital Group

+17.5%

past year

DJDCGDVFaded: behind in that period

2–1DJD wins

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

DJD vs CGDV

YTD

InvescoDJD

+24.3%

CGDVCapital Group

+14.6%

+24.3%Year to date+14.6%

−5.7%Worst drop · 1Y−9.7%

11.5%Volatility · 1Y12.6%

2.2%Yield1.2%

$534MAssets$38.8B

4–0DJD wins

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

Cost, Income and Risk

Fees: DJD, CGDV

Today

0.07%lowest, DJD

FundExpense ratioFee$10k

DJD0.07%$7

CGDV0.33%$33

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

Yields: DJD, CGDV

2.18%highest, DJD

FundTrailing yieldYield$10k

DJD2.18%$218

CGDV1.22%$122

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

Income After Fees on $10,000

$211most kept, DJD

DJD$218 − $7 = $211

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DJD, CGDV

Today

11.9%most shared, DJD and CGDV

DJDCGDV

DJD—11.9%

CGDV11.9%—

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

Return vs Bumpiness: 2 ETFs

+29.9%DJD, at 11.5% volatility

DJDWorst drop−5.7%11.5% 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

DJDCGDV

+24.3%Year to date+14.6%

2.2%Yield1.2%

+29.9%Past year+17.5%

0.07%Fee0.33%

4–0DJD 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