Compare EASY and CGDV

EASY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Liberty One Defensive Dividend Growth ETFIncome · Dividend stocks0.88%11.53%+26.7%+27.5%[…][…]−6.4%12.2%$68M1.2

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−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 3, 2026 · returns include dividends · since: EASY 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Liberty One Defensive Dividend Growth ETF · $68M[…]

EASY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

EASYMeasureCGDV

+26.7%Year to dateJan 1 → Nov 3+13.0%

+27.5%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.88%Expense ratio$88 · $33 a year on $10k · lower is better0.33%

11.53%Trailing 12-mo yield$1,153 · $123 a year on $10k1.23%

−6.4%Worst dropSmaller is better−9.7%

12.2%VolatilityLower is calmer12.6%

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

5–1EASY wins

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

More Ways to See the Pairs

EASY vs CGDV: Top 5 Holdings

Today

EASY

23.2%in top 5

CGDV

in top 524.1%

EASYStockCGDV

4.5%MSFT6.5%

not top 5NVDA6.2%

5.1%CAHnot top 5

4.9%MSInot top 5

4.4%ROLnot top 5

4.3%LLYnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common9.3%

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

EASY vs CGDV Returns, Every Period

1Y

Liberty OneEASY

+27.5%

past year

CGDVCapital Group

+16.1%

past year

EASYCGDVFaded: behind in that period

2–0EASY wins

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

EASY vs CGDV

YTD

Liberty OneEASY

+26.7%

CGDVCapital Group

+13.0%

+26.7%Year to date+13.0%

−6.4%Worst drop · 1Y−9.7%

12.2%Volatility · 1Y12.6%

11.5%Yield1.2%

$67.8MAssets$38.8B

4–0EASY wins

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

Cost, Income and Risk

Fees: EASY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

EASY0.88%$88

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

Yields: EASY, CGDV

1Y

11.53%highest, EASY

FundTrailing yieldYield$10k

EASY11.53%$1,153

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$1,065most kept, EASY

EASY$1,153 − $88 = $1,065

CGDV$123 − $33 = $90

KeptFee

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

Overlap: EASY, CGDV

Today

9.3%most shared, EASY and CGDV

EASYCGDV

EASY—9.3%

CGDV9.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+27.5%EASY, at 12.2% volatility

EASYWorst drop−6.4%12.2% 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

EASYCGDV

+26.7%Year to date+13.0%

11.5%Yield1.2%

+27.5%Past year+16.1%

0.88%Fee0.33%

3–1EASY 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