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$18,589FDVV · 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%2.79%+10.9%+13.9%+21.1%+13.2%−9.3%11.5%$10.4B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDVV 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity High Dividend ETF · $10.4B$18,589

FDVV

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 31.7% in common

FDVVMeasureCGDV

+10.9%Year to dateJan 1 → Nov 6+9.6%

+13.9%1 yearTotal return+12.9%

+21.1%3 years · per year$10,000 became $17,767 · $18,840+23.5%

+13.2%5 years · per year$10,000 became $18,589 · […][…]

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

2.79%Trailing 12-mo yield$279 · $127 a year on $10k1.27%

−9.3%Worst dropSmaller is better−9.7%

11.5%VolatilityLower is calmer13.4%

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

6–1FDVV wins

End-of-day Nov 6, 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

24.0%in top 5

CGDV

in top 523.9%

FDVVStockCGDV

7.1%AAPLnot top 5

5.8%MSFT7.0%

6.1%NVDA5.7%

2.4%AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.7%JPMnot top 5

Held in common31.7%

End-of-day Nov 6, 2026 · share of each fund

FDVV vs CGDV Returns, Every Period

FidelityFDVV

+13.9%

past year

CGDVCapital Group

+12.9%

past year

FDVVCGDVFaded: behind in that period

2–1FDVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDVV vs CGDV

YTD

FidelityFDVV

+10.9%

CGDVCapital Group

+9.6%

+10.9%Year to date+9.6%

−9.3%Worst drop · 1Y−9.7%

11.5%Volatility · 1Y13.4%

2.8%Yield1.3%

$10.4BAssets$37.9B

4–0FDVV wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FDVV, CGDV

2.79%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.79%$279

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$264most kept, FDVV

FDVV$279 − $15 = $264

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDVV, CGDV

Today

31.7%most shared, FDVV and CGDV

FDVVCGDV

FDVV—31.7%

CGDV31.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.9%FDVV, at 11.5% volatility

FDVVWorst drop−9.3%11.5% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDVVCGDV

+10.9%Year to date+9.6%

2.8%Yield1.3%

+13.9%Past year+12.9%

0.15%Fee0.33%

4–0FDVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026