Compare · 2 funds side by side · dividends reinvested

DWX and CGDV

DWXSPDR×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,962DWX · best of the two

02 / 04

DWX 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

State Street SPDR S&P International Dividend ETFIncome · Dividend stocks0.45%4.08%+10.2%+15.4%+18.6%+8.4%−8.6%11.2%$519M1.5

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: DWX 2008 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P International Dividend ETF · $519M$14,962

DWX

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DWXMeasureCGDV

+10.2%Year to dateJan 1 → Nov 3+13.0%

+15.4%1 yearTotal return+16.1%

+18.6%3 years · per year$10,000 became $16,684 · $19,988+26.0%

+8.4%5 years · per year$10,000 became $14,962 · […][…]

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

4.08%Trailing 12-mo yield$408 · $123 a year on $10k1.23%

−8.6%Worst dropSmaller is better−9.7%

11.2%VolatilityLower is calmer12.6%

DWXCGDV 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

DWX vs CGDV: Top 5 Holdings

Today

DWX

11.2%in top 5

CGDV

in top 524.1%

DWXStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

2.4%MZTFnot top 5

2.3%ZURN.SWnot top 5

2.3%CSnot top 5

2.1%SHELnot top 5

2.1%SVTnot top 5

Held in common0.0%

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

DWX vs CGDV Returns, Every Period

SPDRDWX

+15.4%

past year

CGDVCapital Group

+16.1%

past year

DWXCGDVFaded: behind in that period

0–3CGDV wins

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

DWX vs CGDV

YTD

SPDRDWX

+10.2%

CGDVCapital Group

+13.0%

+10.2%Year to date+13.0%

−8.6%Worst drop · 1Y−9.7%

11.2%Volatility · 1Y12.6%

4.1%Yield1.2%

$519MAssets$38.8B

3–1DWX wins

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

Cost, Income and Risk

Fees: DWX, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

DWX0.45%$45

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

Yields: DWX, CGDV

4.08%highest, DWX

FundTrailing yieldYield$10k

DWX4.08%$408

CGDV1.23%$123

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

Income After Fees on $10,000

$363most kept, DWX

DWX$408 − $45 = $363

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DWX, CGDV

Today

0.0%most shared, DWX and CGDV

DWXCGDV

DWX—0.0%

CGDV0.0%—

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

DWXWorst drop−8.6%11.2% 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

DWXCGDV

+10.2%Year to date+13.0%

4.1%Yield1.2%

+15.4%Past year+16.1%

0.45%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