Compare · 2 funds side by side · dividends reinvested

NUDV and CGDV

NUDVNuveen×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,184NUDV · best of the two

02 / 04

NUDV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG DividendIncome · Dividend stocks0.26%2.17%+19.3%+24.4%+20.6%+10.1%−6.7%10.6%$56M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.9

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: NUDV 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

NUDVMeasureCGDV

+19.3%Year to dateJan 1 → Nov 5+14.6%

+24.4%1 yearTotal return+17.5%

+20.6%3 years · per year$10,000 became $17,539 · $20,044+26.1%

+10.1%5 years · per year$10,000 became $16,184 · […][…]

0.26%Expense ratio$26 · $33 a year on $10k · lower is better0.33%

2.17%Trailing 12-mo yield$217 · $122 a year on $10k1.22%

−6.7%Worst dropSmaller is better−9.7%

10.6%VolatilityLower is calmer12.6%

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

6–1NUDV wins

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

More Ways to See the Pairs

NUDV vs CGDV: Top 5 Holdings

Today

NUDV

12.6%in top 5

CGDV

in top 524.4%

NUDVStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.8%KOnot top 5

2.6%MRKnot top 5

2.6%PGnot top 5

2.4%ABBVnot top 5

2.3%IBMnot top 5

Held in common7.8%

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

NUDV vs CGDV Returns, Every Period

NuveenNUDV

+24.4%

past year

CGDVCapital Group

+17.5%

past year

NUDVCGDVFaded: behind in that period

2–1NUDV wins

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

NUDV vs CGDV

YTD

NuveenNUDV

+19.3%

CGDVCapital Group

+14.6%

+19.3%Year to date+14.6%

−6.7%Worst drop · 1Y−9.7%

10.6%Volatility · 1Y12.6%

2.2%Yield1.2%

$56.4MAssets$39.0B

4–0NUDV wins

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

Cost, Income and Risk

Fees: NUDV, CGDV

Today

0.26%lowest, NUDV

FundExpense ratioFee$10k

NUDV0.26%$26

CGDV0.33%$33

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

Yields: NUDV, CGDV

2.17%highest, NUDV

FundTrailing yieldYield$10k

NUDV2.17%$217

CGDV1.22%$122

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

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

CGDV$122 − $33 = $89

KeptFee

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

Overlap: NUDV, CGDV

Today

7.8%most shared, NUDV and CGDV

NUDVCGDV

NUDV—7.8%

CGDV7.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.4%NUDV, at 10.6% volatility

NUDVWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

NUDVCGDV

+19.3%Year to date+14.6%

2.2%Yield1.2%

+24.4%Past year+17.5%

0.26%Fee0.33%

4–0NUDV wins

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