Compare · 2 funds side by side · dividends reinvested

FGD and CGDV

FGDFirst Trust×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,978FGD · best of the two

02 / 04

FGD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.58%+17.8%+25.1%+26.7%+12.4%−9.8%12.7%$1.6B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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: FGD 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,978

FGD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FGDMeasureCGDV

+17.8%Year to dateJan 1 → Nov 4+14.6%

+25.1%1 yearTotal return+17.5%

+26.7%3 years · per year$10,000 became $20,344 · $20,044+26.1%

+12.4%5 years · per year$10,000 became $17,978 · […][…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

5.58%Trailing 12-mo yield$558 · $122 a year on $10k1.22%

−9.8%Worst dropSmaller is better−9.7%

12.7%VolatilityLower is calmer12.6%

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

4–3FGD wins

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

More Ways to See the Pairs

FGD vs CGDV: Top 5 Holdings

Today

FGD

10.2%in top 5

CGDV

in top 524.6%

FGDStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.8%RHInot top 5

2.0%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common2.4%

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

FGD vs CGDV Returns, Every Period

First TrustFGD

+25.1%

past year

CGDVCapital Group

+17.5%

past year

FGDCGDVFaded: behind in that period

3–0FGD wins

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

FGD vs CGDV

YTD

First TrustFGD

+17.8%

CGDVCapital Group

+14.6%

+17.8%Year to date+14.6%

−9.8%Worst drop · 1Y−9.7%

12.7%Volatility · 1Y12.6%

5.6%Yield1.2%

$1.6BAssets$38.8B

2–2level

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

Cost, Income and Risk

Fees: FGD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

FGD0.55%$55

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

Yields: FGD, CGDV

5.58%highest, FGD

FundTrailing yieldYield$10k

FGD5.58%$558

CGDV1.22%$122

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

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

CGDV$122 − $33 = $89

KeptFee

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

Overlap: FGD, CGDV

Today

2.4%most shared, FGD and CGDV

FGDCGDV

FGD—2.4%

CGDV2.4%—

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

Return vs Bumpiness: 2 ETFs

+25.1%FGD, at 12.7% volatility

CGDVWorst drop−9.7%12.6% vol

FGDWorst drop−9.8%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FGDCGDV

+17.8%Year to date+14.6%

5.6%Yield1.2%

+25.1%Past year+17.5%

0.55%Fee0.33%

3–1FGD 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