Compare · 2 funds side by side · dividends reinvested

DVY and CGDV

DVYiShares×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,651DVY · best of the two

02 / 04

DVY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Select Dividend ETFIncome · Dividend stocks0.38%3.26%+19.0%+22.5%+20.7%+10.7%−7.4%11.4%$23.6B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.7

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: DVY 2003 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Select Dividend ETF · $23.6B$16,651

DVY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

DVYMeasureCGDV

+19.0%Year to dateJan 1 → Nov 4+14.6%

+22.5%1 yearTotal return+17.5%

+20.7%3 years · per year$10,000 became $17,572 · $20,044+26.1%

+10.7%5 years · per year$10,000 became $16,651 · […][…]

0.38%Expense ratio$38 · $33 a year on $10k · lower is better0.33%

3.26%Trailing 12-mo yield$326 · $122 a year on $10k1.22%

−7.4%Worst dropSmaller is better−9.7%

11.4%VolatilityLower is calmer12.6%

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

5–2DVY wins

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

More Ways to See the Pairs

DVY vs CGDV: Top 5 Holdings

Today

DVY

11.1%in top 5

CGDV

in top 524.6%

DVYStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.4%PFEnot top 5

2.4%MOnot top 5

2.2%PRUnot top 5

2.1%HPQnot top 5

2.0%TROWnot top 5

Held in common7.7%

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

DVY vs CGDV Returns, Every Period

iSharesDVY

+22.5%

past year

CGDVCapital Group

+17.5%

past year

DVYCGDVFaded: behind in that period

2–1DVY wins

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

DVY vs CGDV

YTD

iSharesDVY

+19.0%

CGDVCapital Group

+14.6%

+19.0%Year to date+14.6%

−7.4%Worst drop · 1Y−9.7%

11.4%Volatility · 1Y12.6%

3.3%Yield1.2%

$23.6BAssets$38.8B

4–0DVY wins

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

Cost, Income and Risk

Fees: DVY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DVY0.38%$38

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

Yields: DVY, CGDV

3.26%highest, DVY

FundTrailing yieldYield$10k

DVY3.26%$326

CGDV1.22%$122

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

Income After Fees on $10,000

$288most kept, DVY

DVY$326 − $38 = $288

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DVY, CGDV

Today

7.7%most shared, DVY and CGDV

DVYCGDV

DVY—7.7%

CGDV7.7%—

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

Return vs Bumpiness: 2 ETFs

+22.5%DVY, at 11.4% volatility

DVYWorst drop−7.4%11.4% 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

DVYCGDV

+19.0%Year to date+14.6%

3.3%Yield1.2%

+22.5%Past year+17.5%

0.38%Fee0.33%

3–1DVY 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