Compare · 2 funds side by side · dividends reinvested

SIFI and CGDV

SIFIHarbor×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,277SIFI · best of the two

02 / 04

SIFI 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

Harbor Ares Systematic Multi-Sector Income ETFIncome · Dividend stocks0.50%6.56%+1.0%+2.5%+7.4%+2.5%−2.9%3.4%$23M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIFI 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Ares Systematic Multi-Sector Income ETF · $23M$11,277

SIFI

CGDV

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

$10,000 five years ago, dividends reinvested

SIFIMeasureCGDV

+1.0%Year to dateJan 1 → Nov 5+14.6%

+2.5%1 yearTotal return+17.5%

+7.4%3 years · per year$10,000 became $12,404 · $20,044+26.1%

+2.5%5 years · per year$10,000 became $11,305 · […][…]

0.50%Expense ratio$50 · $33 a year on $10k · lower is better0.33%

6.56%Trailing 12-mo yield$656 · $122 a year on $10k1.22%

−2.9%Worst dropSmaller is better−9.7%

3.4%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

SIFI vs CGDV: Top 5 Holdings

Today

SIFI

[…]in top 5

CGDV

in top 524.4%

SIFIStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

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

SIFI vs CGDV Returns, Every Period

HarborSIFI

+2.5%

past year

CGDVCapital Group

+17.5%

past year

SIFICGDVFaded: behind in that period

0–3CGDV wins

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

SIFI vs CGDV

YTD

HarborSIFI

+1.0%

CGDVCapital Group

+14.6%

+1.0%Year to date+14.6%

−2.9%Worst drop · 1Y−9.7%

3.4%Volatility · 1Y12.6%

6.6%Yield1.2%

$23.3MAssets$39.0B

3–1SIFI wins

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

Cost, Income and Risk

Fees: SIFI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SIFI0.50%$50

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

Yields: SIFI, CGDV

6.56%highest, SIFI

FundTrailing yieldYield$10k

SIFI6.56%$656

CGDV1.22%$122

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

Income After Fees on $10,000

$606most kept, SIFI

SIFI$656 − $50 = $606

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SIFI, CGDV

Today

[…]holdings […]

SIFICGDV

SIFI—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

SIFIWorst drop−2.9%3.4% 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

SIFICGDV

+1.0%Year to date+14.6%

6.6%Yield1.2%

+2.5%Past year+17.5%

0.50%Fee0.33%

3–1CGDV 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