Compare · 2 funds side by side · dividends reinvested

SDY and CGDV

SDYSPDR×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,832SDY · best of the two

02 / 04

SDY and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Dividend ETFIncome · Dividend stocks0.35%2.34%+18.0%+20.5%+16.5%+8.2%−7.7%11.2%$22.6B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

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: SDY 2005 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Dividend ETF · $22.6B$14,832

SDY

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SDYMeasureCGDV

+18.0%Year to dateJan 1 → Nov 3+13.0%

+20.5%1 yearTotal return+16.1%

+16.5%3 years · per year$10,000 became $15,822 · $19,988+26.0%

+8.2%5 years · per year$10,000 became $14,832 · […][…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

2.34%Trailing 12-mo yield$234 · $123 a year on $10k1.23%

−7.7%Worst dropSmaller is better−9.7%

11.2%VolatilityLower is calmer12.6%

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

5–2SDY wins

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

More Ways to See the Pairs

SDY vs CGDV: Top 5 Holdings

Today

SDY

12.5%in top 5

CGDV

in top 524.1%

SDYStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

3.9%ACNnot top 5

not top 5META3.8%

not top 5RTX3.3%

2.8%VZnot top 5

2.2%CVXnot top 5

1.9%Onot top 5

1.8%MDTnot top 5

Held in common8.6%

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

SDY vs CGDV Returns, Every Period

SPDRSDY

+20.5%

past year

CGDVCapital Group

+16.1%

past year

SDYCGDVFaded: behind in that period

2–1SDY wins

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

SDY vs CGDV

YTD

SPDRSDY

+18.0%

CGDVCapital Group

+13.0%

+18.0%Year to date+13.0%

−7.7%Worst drop · 1Y−9.7%

11.2%Volatility · 1Y12.6%

2.3%Yield1.2%

$22.6BAssets$38.8B

4–0SDY wins

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

Cost, Income and Risk

Fees: SDY, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SDY0.35%$35

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

Yields: SDY, CGDV

2.34%highest, SDY

FundTrailing yieldYield$10k

SDY2.34%$234

CGDV1.23%$123

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

Income After Fees on $10,000

$199most kept, SDY

SDY$234 − $35 = $199

CGDV$123 − $33 = $90

KeptFee

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

Overlap: SDY, CGDV

Today

8.6%most shared, SDY and CGDV

SDYCGDV

SDY—8.6%

CGDV8.6%—

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

Return vs Bumpiness: 2 ETFs

+20.5%SDY, at 11.2% volatility

SDYWorst drop−7.7%11.2% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

SDYCGDV

+18.0%Year to date+13.0%

2.3%Yield1.2%

+20.5%Past year+16.1%

0.35%Fee0.33%

3–1SDY 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