Compare · 2 funds side by side · dividends reinvested

FDVV and CGDV

FDVVFidelity×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,381FDVV · best of the two

02 / 04

FDVV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.76%+11.9%+14.1%+22.5%+13.2%−9.3%10.7%$10.2B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.6

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: FDVV 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity High Dividend ETF · $10.2B$19,381

FDVV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

FDVVMeasureCGDV

+11.9%Year to dateJan 1 → Nov 4+13.0%

+14.1%1 yearTotal return+16.1%

+22.5%3 years · per year$10,000 became $18,366 · $19,988+26.0%

+13.2%5 years · per year$10,000 became $18,609 · […][…]

0.15%Expense ratio$15 · $33 a year on $10k · lower is better0.33%

2.76%Trailing 12-mo yield$276 · $123 a year on $10k1.23%

−9.3%Worst dropSmaller is better−9.7%

10.7%VolatilityLower is calmer12.6%

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

4–3FDVV wins

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

More Ways to See the Pairs

FDVV vs CGDV: Top 5 Holdings

Today

FDVV

24.7%in top 5

CGDV

in top 524.6%

FDVVStockCGDV

6.9%NVDA6.3%

6.8%AAPLnot top 5

5.6%MSFT6.6%

2.7%AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.7%DELLnot top 5

Held in common32.0%

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

FDVV vs CGDV Returns, Every Period

FidelityFDVV

+14.1%

past year

CGDVCapital Group

+16.1%

past year

FDVVCGDVFaded: behind in that period

0–3CGDV wins

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

FDVV vs CGDV

YTD

FidelityFDVV

+11.9%

CGDVCapital Group

+13.0%

+11.9%Year to date+13.0%

−9.3%Worst drop · 1Y−9.7%

10.7%Volatility · 1Y12.6%

2.8%Yield1.2%

$10.2BAssets$38.8B

3–1FDVV wins

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

Cost, Income and Risk

Fees: FDVV, CGDV

Today

0.15%lowest, FDVV

FundExpense ratioFee$10k

FDVV0.15%$15

CGDV0.33%$33

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

Yields: FDVV, CGDV

2.76%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.76%$276

CGDV1.23%$123

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

Income After Fees on $10,000

$261most kept, FDVV

FDVV$276 − $15 = $261

CGDV$123 − $33 = $90

KeptFee

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

Overlap: FDVV, CGDV

Today

32.0%most shared, FDVV and CGDV

FDVVCGDV

FDVV—32.0%

CGDV32.0%—

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

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

FDVVWorst drop−9.3%10.7% 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

FDVVCGDV

+11.9%Year to date+13.0%

2.8%Yield1.2%

+14.1%Past year+16.1%

0.15%Fee0.33%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026