Compare · 2 funds side by side · dividends reinvested

MDIV and CGDV

MDIVFirst Trust×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,474MDIV · best of the two

02 / 04

MDIV 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%$38.8B1.4

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.46%+9.6%+12.1%+11.9%+6.1%−6.1%6.8%$419M1.5

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: MDIV 2012 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Multi-Asset Diversified Income Index Fund · $419M$13,474

MDIV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

MDIVMeasureCGDV

+9.6%Year to dateJan 1 → Nov 4+14.6%

+12.1%1 yearTotal return+17.5%

+11.9%3 years · per year$10,000 became $14,009 · $20,044+26.1%

+6.1%5 years · per year$10,000 became $13,474 · […][…]

0.83%Expense ratio$83 · $33 a year on $10k · lower is better0.33%

7.46%Trailing 12-mo yield$746 · $122 a year on $10k1.22%

−6.1%Worst dropSmaller is better−9.7%

6.8%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

MDIV vs CGDV: Top 5 Holdings

Today

MDIV

25.7%in top 5

CGDV

in top 524.6%

MDIVStockCGDV

20.4%HYLSnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.3%KRPnot top 5

1.3%MNRnot top 5

1.3%NLYnot top 5

1.3%AGNCnot top 5

Held in common0.7%

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

MDIV vs CGDV Returns, Every Period

First TrustMDIV

+12.1%

past year

CGDVCapital Group

+17.5%

past year

MDIVCGDVFaded: behind in that period

0–3CGDV wins

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

MDIV vs CGDV

YTD

First TrustMDIV

+9.6%

CGDVCapital Group

+14.6%

+9.6%Year to date+14.6%

−6.1%Worst drop · 1Y−9.7%

6.8%Volatility · 1Y12.6%

7.5%Yield1.2%

$419MAssets$38.8B

3–1MDIV wins

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

Cost, Income and Risk

Fees: MDIV, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MDIV0.83%$83

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

Yields: MDIV, CGDV

7.46%highest, MDIV

FundTrailing yieldYield$10k

MDIV7.46%$746

CGDV1.22%$122

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

CGDV$122 − $33 = $89

KeptFee

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

Overlap: MDIV, CGDV

Today

0.7%most shared, MDIV and CGDV

MDIVCGDV

MDIV—0.7%

CGDV0.7%—

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

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

MDIVWorst drop−6.1%6.8% 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

MDIVCGDV

+9.6%Year to date+14.6%

7.5%Yield1.2%

+12.1%Past year+17.5%

0.83%Fee0.33%

3–1CGDV 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