Compare MPIM and CGDV

MPIM 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%$39.0B1.1

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.33%[…][…][…][…][…][…]$37M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MPIM 2026 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

m+ Income Momentum Autocall ETF · $37M[…]

MPIM

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested

MPIMMeasureCGDV

[…]Year to dateJan 1 → Nov 5+14.6%

[…]1 yearTotal return+17.5%

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

[…]5 years · per year[…]

0.70%Expense ratio$70 · $33 a year on $10k · lower is better0.33%

3.33%Trailing 12-mo yield$333 · $122 a year on $10k1.22%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer12.6%

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

1–1Level

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

More Ways to See the Pairs

MPIM vs CGDV: Top 5 Holdings

Today

MPIM

[…]in top 5

CGDV

in top 524.4%

MPIMStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MPIM vs CGDV Returns, Every Period

1Y

m+ FundsMPIM

[…]

past year

CGDVCapital Group

+17.5%

past year

Returns […]

MPIMCGDVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MPIM vs CGDV

YTD

m+ FundsMPIM

[…]

CGDVCapital Group

+14.6%

[…]Year to date+14.6%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y12.6%

3.3%Yield1.2%

$37.3MAssets$39.0B

1–0MPIM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MPIM, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MPIM0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MPIM, CGDV

1Y

3.33%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.33%$333

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$263most kept, MPIM

MPIM$333 − $70 = $263

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MPIM, CGDV

Today

[…]holdings […]

MPIMCGDV

MPIM—[…]

CGDV[…]—

End-of-day Nov 5, 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

MPIMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MPIMCGDV

[…]Year to date+14.6%

3.3%Yield1.2%

[…]Past year+17.5%

0.70%Fee0.33%

1–1level

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026