Compare · 2 funds side by side · dividends reinvested

FGD and CGDV

FGDFirst Trust×CGDVCapital Group×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,679FGD · best of the two

Story of the two · IncomeMost incomeFGD · 5.67% · $567 a year on $10k

Story of the two · RiskSmallest drop

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%5.67%+15.9%+20.1%+25.2%+12.1%−9.8%12.9%$1.6B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: FGD 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.7B[…]

CGDV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,679

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

CGDVMeasureFGD

+12.7%

More Ways to See the Pairs

CGDV vs FGD: Top 5 Holdings

Today

CGDV

24.0%in top 5

FGD

in top 59.8%

CGDVStockFGD

6.6%MSFTnot top 5

5.3%NVDAnot top 5

4.7%AVGOnot top 5

4.0%METAnot top 5

3.3%ORCLnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: FGD, CGDV

1Y

5.67%highest, FGD

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+15.9%

+13.9%1 yearTotal return+20.1%

+23.6%3 years · per year$10,000 became $18,895 · $19,622+25.2%

[…]5 years · per year$10,000 became […] · $17,679+12.1%

0.33%Expense ratio$33 · $55 a year on $10k · lower is better0.55%

1.24%Trailing 12-mo yield$124 · $567 a year on $10k5.67%

−9.7%Worst dropSmaller is better−9.8%

13.5%VolatilityLower is calmer12.9%

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

2–5FGD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RHI2.7%

not top 5017800.K2.0%

not top 5BME.L1.8%

not top 5OMV.VI1.7%

not top 5TEP.PA1.7%

Held in common2.4%

End-of-day Nov 12, 2026 · share of each fund

CGDV vs FGD Returns, Every Period

1Y

Capital GroupCGDV

+13.9%

past year

FGDFirst Trust

+20.1%

past year

CGDVFGDFaded: behind in that period

0–3FGD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CGDV vs FGD

YTD

Capital GroupCGDV

+12.7%

FGDFirst Trust

+15.9%

+12.7%Year to date+15.9%

−9.7%Worst drop · 1Y−9.8%

13.5%Volatility · 1Y12.9%

1.2%Yield5.7%

$38.7BAssets$1.6B

3–1FGD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FGD5.67%$567

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$512most kept, FGD

FGD$567 − $55 = $512

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%FGD, at 12.9% volatility

FGDWorst drop−9.8%12.9% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FGDCGDV

+15.9%Year to date+12.7%

5.7%Yield1.2%

+20.1%Past year+13.9%

0.55%Fee0.33%

3–1FGD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FGD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two