Compare GARA and CGDV

GARA and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.1

Guinness Atkinson Real Assets Income ETFIncome · Dividend stocks0.50%2.34%+8.6%[…][…][…][…][…]$400K1.7

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: GARA 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Guinness Atkinson Real Assets Income ETF · $400K[…]

GARA

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

GARAMeasureCGDV

+8.6%Year to dateJan 1 → Nov 4+14.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 a year on $10k · lower is better0.33%

2.34%Trailing 12-mo yield$234 · $122 a year on $10k1.22%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer12.6%

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

1–2CGDV wins

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

More Ways to See the Pairs

GARA vs CGDV: Top 5 Holdings

Today

GARA

16.8%in top 5

CGDV

in top 524.6%

GARAStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.5%UKW.Lnot top 5

3.4%EQIXnot top 5

3.3%UNPnot top 5

not top 5RTX3.3%

3.3%WELLnot top 5

3.3%VTRnot top 5

Held in common3.4%

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

GARA vs CGDV Returns, Every Period

1Y

Guinness AtkinsonGARA

[…]

past year

CGDVCapital Group

+17.5%

past year

GARACGDVFaded: behind in that period

0–1CGDV wins

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

GARA vs CGDV

YTD

Guinness AtkinsonGARA

+8.6%

CGDVCapital Group

+14.6%

+8.6%Year to date+14.6%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y12.6%

2.3%Yield1.2%

$400KAssets$38.8B

1–1level

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

Cost, Income and Risk

Fees: GARA, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

GARA0.50%$50

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

Yields: GARA, CGDV

1Y

2.34%highest, GARA

FundTrailing yieldYield$10k

GARA2.34%$234

CGDV1.22%$122

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

Income After Fees on $10,000

1Y

$184most kept, GARA

GARA$234 − $50 = $184

CGDV$122 − $33 = $89

KeptFee

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

Overlap: GARA, CGDV

Today

3.4%most shared, GARA and CGDV

GARACGDV

GARA—3.4%

CGDV3.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

GARAWorst drop[…][…]

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

Paid More vs Made More

YTD

GARACGDV

+8.6%Year to date+14.6%

2.3%Yield1.2%

[…]Past year+17.5%

0.50%Fee0.33%

2–1CGDV 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