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$15,403SDY · 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%2.29%+20.8%+24.5%+17.1%+9.0%−7.7%11.4%$22.3B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SDY 2005 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SDY

State Street SPDR S&P Dividend ETF · $22.3B$15,403

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

CGDVMeasureSDY

+14.6%Year to dateJan 1 → Nov 4+20.8%

+17.5%1 yearTotal return+24.5%

+26.1%3 years · per year$10,000 became $20,044 · $16,071+17.1%

[…]5 years · per year$10,000 became […] · $15,403+9.0%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

1.22%Trailing 12-mo yield$122 · $229 a year on $10k2.29%

−9.7%Worst dropSmaller is better−7.7%

12.6%VolatilityLower is calmer11.4%

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

2–5SDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SDY: Top 5 Holdings

Today

CGDV

24.6%in top 5

SDY

in top 510.6%

CGDVStockSDY

6.6%MSFTnot top 5

6.3%NVDAnot top 5

4.4%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

not top 5VZ2.8%

not top 5O2.2%

not top 5PEP2.1%

not top 5NKE1.8%

not top 5ACN1.7%

Held in common8.1%

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

CGDV vs SDY Returns, Every Period

Capital GroupCGDV

+17.5%

past year

SDYSPDR

+24.5%

past year

CGDVSDYFaded: behind in that period

1–2SDY wins

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

CGDV vs SDY

YTD

Capital GroupCGDV

+14.6%

SDYSPDR

+20.8%

+14.6%Year to date+20.8%

−9.7%Worst drop · 1Y−7.7%

12.6%Volatility · 1Y11.4%

1.2%Yield2.3%

$39.0BAssets$22.3B

4–0SDY wins

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

Yields: SDY, CGDV

2.29%highest, SDY

FundTrailing yieldYield$10k

SDY2.29%$229

CGDV1.22%$122

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

Income After Fees on $10,000

$194most kept, SDY

SDY$229 − $35 = $194

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SDY, CGDV

Today

8.1%most shared, SDY and CGDV

SDYCGDV

SDY—8.1%

CGDV8.1%—

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

Return vs Bumpiness: 2 ETFs

+24.5%SDY, at 11.4% volatility

SDYWorst drop−7.7%11.4% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

SDYCGDV

+20.8%Year to date+14.6%

2.3%Yield1.2%

+24.5%Past year+17.5%

0.35%Fee0.33%

3–1SDY wins

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