Compare · 2 funds side by side · dividends reinvested

FTDS and CGDV

FTDSFirst Trust×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,901FTDS · best of the two

02 / 04

FTDS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dividend Strength ETFIncome · Dividend stocks0.81%1.57%+21.3%+27.8%+21.0%+8.3%−7.3%12.2%$41M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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 4, 2026 · returns include dividends · since: FTDS 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dividend Strength ETF · $41M$14,901

FTDS

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

FTDSMeasureCGDV

+21.3%Year to dateJan 1 → Nov 4+14.6%

+27.8%1 yearTotal return+17.5%

+21.0%3 years · per year$10,000 became $17,706 · $20,044+26.1%

+8.3%5 years · per year$10,000 became $14,901 · […][…]

0.81%Expense ratio$81 · $33 a year on $10k · lower is better0.33%

1.57%Trailing 12-mo yield$157 · $122 a year on $10k1.22%

−7.3%Worst dropSmaller is better−9.7%

12.2%VolatilityLower is calmer12.6%

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

5–2FTDS wins

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

More Ways to See the Pairs

FTDS vs CGDV: Top 5 Holdings

Today

FTDS

11.0%in top 5

CGDV

in top 524.6%

FTDSStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.3%EFXnot top 5

2.2%NXPInot top 5

2.2%HLInot top 5

2.2%OSKnot top 5

2.1%TXRHnot top 5

Held in common3.0%

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

FTDS vs CGDV Returns, Every Period

First TrustFTDS

+27.8%

past year

CGDVCapital Group

+17.5%

past year

FTDSCGDVFaded: behind in that period

2–1FTDS wins

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

FTDS vs CGDV

YTD

First TrustFTDS

+21.3%

CGDVCapital Group

+14.6%

+21.3%Year to date+14.6%

−7.3%Worst drop · 1Y−9.7%

12.2%Volatility · 1Y12.6%

1.6%Yield1.2%

$40.6MAssets$38.8B

4–0FTDS wins

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

Cost, Income and Risk

Fees: FTDS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

FTDS0.81%$81

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

Yields: FTDS, CGDV

1.57%highest, FTDS

FundTrailing yieldYield$10k

FTDS1.57%$157

CGDV1.22%$122

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

FTDS$157 − $81 = $76

KeptFee

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

Overlap: FTDS, CGDV

Today

3.0%most shared, FTDS and CGDV

FTDSCGDV

FTDS—3.0%

CGDV3.0%—

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

Return vs Bumpiness: 2 ETFs

+27.8%FTDS, at 12.2% volatility

FTDSWorst drop−7.3%12.2% 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

FTDSCGDV

+21.3%Year to date+14.6%

1.6%Yield1.2%

+27.8%Past year+17.5%

0.81%Fee0.33%

3–1FTDS 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