Compare · 2 funds side by side · dividends reinvested

KNGZ and CGDV

KNGZFirst Trust×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,637KNGZ · best of the two

02 / 04

KNGZ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P 500 Diversified Dividend Aristocrats ETFIncome · Dividend stocks0.50%2.45%+23.5%+26.1%+22.3%+10.7%−9.4%13.7%$70M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−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 3, 2026 · returns include dividends · since: KNGZ 2017 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Diversified Dividend Aristocrats ETF · $70M$16,637

KNGZ

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

KNGZMeasureCGDV

+23.5%Year to dateJan 1 → Nov 3+13.0%

+26.1%1 yearTotal return+16.1%

+22.3%3 years · per year$10,000 became $18,314 · $19,988+26.0%

+10.7%5 years · per year$10,000 became $16,637 · […][…]

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

2.45%Trailing 12-mo yield$245 · $123 a year on $10k1.23%

−9.4%Worst dropSmaller is better−9.7%

13.7%VolatilityLower is calmer12.6%

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

4–3KNGZ wins

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

More Ways to See the Pairs

KNGZ vs CGDV: Top 5 Holdings

Today

KNGZ

19.9%in top 5

CGDV

in top 524.1%

KNGZStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

4.2%ACNnot top 5

4.1%TXNnot top 5

4.0%IBMnot top 5

3.9%MCHPnot top 5

not top 5META3.8%

3.6%QCOMnot top 5

not top 5RTX3.3%

Held in common16.1%

End-of-day Nov 3, 2026 · share of each fund

KNGZ vs CGDV Returns, Every Period

First TrustKNGZ

+26.1%

past year

CGDVCapital Group

+16.1%

past year

KNGZCGDVFaded: behind in that period

2–1KNGZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KNGZ vs CGDV

YTD

First TrustKNGZ

+23.5%

CGDVCapital Group

+13.0%

+23.5%Year to date+13.0%

−9.4%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y12.6%

2.4%Yield1.2%

$69.6MAssets$38.8B

3–1KNGZ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KNGZ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

KNGZ0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KNGZ, CGDV

2.45%highest, KNGZ

FundTrailing yieldYield$10k

KNGZ2.45%$245

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, KNGZ

KNGZ$245 − $50 = $195

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KNGZ, CGDV

Today

16.1%most shared, KNGZ and CGDV

KNGZCGDV

KNGZ—16.1%

CGDV16.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.1%KNGZ, at 13.7% volatility

CGDVWorst drop−9.7%12.6% vol

KNGZWorst drop−9.4%13.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KNGZCGDV

+23.5%Year to date+13.0%

2.4%Yield1.2%

+26.1%Past year+16.1%

0.50%Fee0.33%

3–1KNGZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026