Compare · 2 funds side by side · dividends reinvested

RDVY and CGDV

RDVYFirst Trust×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,736RDVY · best of the two

02 / 04

RDVY 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%$39.0B1.4

First Trust Rising Dividend Achievers ETFIncome · Dividend stocks0.47%0.84%+17.5%+21.6%+24.5%+12.1%−9.0%14.3%$25.7B1.5

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: RDVY 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Rising Dividend Achievers ETF · $25.7B$17,736

RDVY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

RDVYMeasureCGDV

+17.5%Year to dateJan 1 → Nov 4+14.6%

+21.6%1 yearTotal return+17.5%

+24.5%3 years · per year$10,000 became $19,275 · $20,044+26.1%

+12.1%5 years · per year$10,000 became $17,736 · […][…]

0.47%Expense ratio$47 · $33 a year on $10k · lower is better0.33%

0.84%Trailing 12-mo yield$84 · $122 a year on $10k1.22%

−9.0%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer12.6%

RDVYCGDV 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

RDVY vs CGDV: Top 5 Holdings

Today

RDVY

11.8%in top 5

CGDV

in top 524.6%

RDVYStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.4%TRVnot top 5

2.4%ACNnot top 5

2.3%Vnot top 5

2.3%VLTOnot top 5

2.3%ADPnot top 5

Held in common19.6%

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

RDVY vs CGDV Returns, Every Period

First TrustRDVY

+21.6%

past year

CGDVCapital Group

+17.5%

past year

RDVYCGDVFaded: behind in that period

2–1RDVY wins

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

RDVY vs CGDV

YTD

First TrustRDVY

+17.5%

CGDVCapital Group

+14.6%

+17.5%Year to date+14.6%

−9.0%Worst drop · 1Y−9.7%

14.3%Volatility · 1Y12.6%

0.8%Yield1.2%

$25.7BAssets$39.0B

2–2level

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

Cost, Income and Risk

Fees: RDVY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

RDVY0.47%$47

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

Yields: RDVY, CGDV

1.22%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.22%$122

RDVY0.84%$84

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

RDVY$84 − $47 = $37

KeptFee

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

Overlap: RDVY, CGDV

Today

19.6%most shared, RDVY and CGDV

RDVYCGDV

RDVY—19.6%

CGDV19.6%—

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

Return vs Bumpiness: 2 ETFs

+21.6%RDVY, at 14.3% volatility

CGDVWorst drop−9.7%12.6% vol

RDVYWorst drop−9.0%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGDVRDVY

+14.6%Year to date+17.5%

1.2%Yield0.8%

+17.5%Past year+21.6%

0.33%Fee0.47%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026