Compare DVVY and CGDV

DVVY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.0

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETFIncome · Dividend stocks0.33%0.81%[…][…][…][…][…][…]$3M1.5

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: DVVY 2026 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETF · $3M[…]

DVVY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 28.0% in common

DVVYMeasureCGDV

[…]Year to dateJan 1 → Nov 4+14.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $33 a year on $10k · lower is better0.33%

0.81%Trailing 12-mo yield$81 · $122 a year on $10k1.22%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer12.6%

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

0–1CGDV wins

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

More Ways to See the Pairs

DVVY vs CGDV: Top 5 Holdings

Today

DVVY

17.3%in top 5

CGDV

in top 524.6%

DVVYStockCGDV

6.5%MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

3.9%JPMnot top 5

not top 5META3.8%

not top 5RTX3.3%

2.3%PMnot top 5

2.3%CVXnot top 5

2.2%LINnot top 5

Held in common28.0%

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

DVVY vs CGDV Returns, Every Period

1Y

InvescoDVVY

[…]

past year

CGDVCapital Group

+17.5%

past year

Returns […]

DVVYCGDVFaded: behind in that period

0–0Level

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

DVVY vs CGDV

YTD

InvescoDVVY

[…]

CGDVCapital Group

+14.6%

[…]Year to date+14.6%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y12.6%

0.8%Yield1.2%

$2.8MAssets$38.8B

1–0CGDV wins

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

Cost, Income and Risk

Fees: DVVY, CGDV

Today

0.33%lowest, DVVY

FundExpense ratioFee$10k

DVVY0.33%$33

CGDV0.33%$33

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

Yields: DVVY, CGDV

1Y

1.22%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.22%$122

DVVY0.81%$81

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

Income After Fees on $10,000

1Y

$89most kept, CGDV

CGDV$122 − $33 = $89

DVVY$81 − $33 = $48

KeptFee

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

Overlap: DVVY, CGDV

Today

28.0%most shared, DVVY and CGDV

DVVYCGDV

DVVY—28.0%

CGDV28.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

DVVYWorst drop[…][…]

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

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