Compare SECR and CGDV

SECR 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%$38.8B1.4

NYLI MacKay Securitized Income ETFIncome · Dividend stocks0.40%6.48%−0.4%+0.2%[…][…]−5.1%4.3%$163M1.5

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: SECR 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLI MacKay Securitized Income ETF · $163M[…]

SECR

CGDV

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

$10,000 five years ago, dividends reinvested

SECRMeasureCGDV

−0.4%Year to dateJan 1 → Nov 4+14.6%

+0.2%1 yearTotal return+17.5%

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

[…]5 years · per year[…]

0.40%Expense ratio$40 · $33 a year on $10k · lower is better0.33%

6.48%Trailing 12-mo yield$648 · $122 a year on $10k1.22%

−5.1%Worst dropSmaller is better−9.7%

4.3%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

SECR vs CGDV: Top 5 Holdings

Today

SECR

-0.1%in top 5

CGDV

in top 524.6%

SECRStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

-0.1%CASHnot top 5

Held in common[…]

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

SECR vs CGDV Returns, Every Period

1Y

NY Life InvestmentsSECR

+0.2%

past year

CGDVCapital Group

+17.5%

past year

SECRCGDVFaded: behind in that period

0–2CGDV wins

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

SECR vs CGDV

YTD

NY Life InvestmentsSECR

−0.4%

CGDVCapital Group

+14.6%

−0.4%Year to date+14.6%

−5.1%Worst drop · 1Y−9.7%

4.3%Volatility · 1Y12.6%

6.5%Yield1.2%

$163MAssets$38.8B

3–1SECR wins

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

Cost, Income and Risk

Fees: SECR, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SECR0.40%$40

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

Yields: SECR, CGDV

1Y

6.48%highest, SECR

FundTrailing yieldYield$10k

SECR6.48%$648

CGDV1.22%$122

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

Income After Fees on $10,000

1Y

$608most kept, SECR

SECR$648 − $40 = $608

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SECR, CGDV

Today

[…]holdings […]

SECRCGDV

SECR—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

SECRWorst drop−5.1%4.3% 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

SECRCGDV

−0.4%Year to date+14.6%

6.5%Yield1.2%

+0.2%Past year+17.5%

0.40%Fee0.33%

3–1CGDV 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026