Compare MDST and CGDV

MDST and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.35%+19.2%+25.2%[…][…]−7.3%13.6%$298M1.3

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: MDST 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Westwood Salient Enhanced Midstream Income ETF · $298M[…]

MDST

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MDSTMeasureCGDV

+19.2%Year to dateJan 1 → Nov 3+13.0%

+25.2%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $33 a year on $10k · lower is better0.33%

9.35%Trailing 12-mo yield$935 · $123 a year on $10k1.23%

−7.3%Worst dropSmaller is better−9.7%

13.6%VolatilityLower is calmer12.6%

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

4–2MDST wins

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

More Ways to See the Pairs

MDST vs CGDV: Top 5 Holdings

Today

MDST

38.5%in top 5

CGDV

in top 524.1%

MDSTStockCGDV

9.3%ETnot top 5

8.3%WMBnot top 5

8.1%ENBnot top 5

6.9%EPDnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

5.9%LNGnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

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

MDST vs CGDV Returns, Every Period

1Y

WestwoodMDST

+25.2%

past year

CGDVCapital Group

+16.1%

past year

MDSTCGDVFaded: behind in that period

2–0MDST wins

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

MDST vs CGDV

YTD

WestwoodMDST

+19.2%

CGDVCapital Group

+13.0%

+19.2%Year to date+13.0%

−7.3%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y12.6%

9.3%Yield1.2%

$298MAssets$38.8B

3–1MDST wins

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

Cost, Income and Risk

Fees: MDST, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MDST0.80%$80

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

Yields: MDST, CGDV

1Y

9.35%highest, MDST

FundTrailing yieldYield$10k

MDST9.35%$935

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$855most kept, MDST

MDST$935 − $80 = $855

CGDV$123 − $33 = $90

KeptFee

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

Overlap: MDST, CGDV

Today

0.0%most shared, MDST and CGDV

MDSTCGDV

MDST—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+25.2%MDST, at 13.6% volatility

CGDVWorst drop−9.7%12.6% vol

MDSTWorst drop−7.3%13.6% vol

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

Paid More vs Made More

YTD

MDSTCGDV

+19.2%Year to date+13.0%

9.3%Yield1.2%

+25.2%Past year+16.1%

0.80%Fee0.33%

3–1MDST 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