Compare SPDG and CGDV

SPDG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P Sector Neutral Dividend ETFIncome · Dividend stocks0.05%2.65%+18.0%+21.4%+23.0%[…]−8.3%12.5%$14M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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: SPDG 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $14M[…]

SPDG

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

SPDGMeasureCGDV

+18.0%Year to dateJan 1 → Nov 3+13.0%

+21.4%1 yearTotal return+16.1%

+23.0%3 years · per year$10,000 became $18,588 · $19,988+26.0%

[…]5 years · per year[…]

0.05%Expense ratio$5 · $33 a year on $10k · lower is better0.33%

2.65%Trailing 12-mo yield$265 · $123 a year on $10k1.23%

−8.3%Worst dropSmaller is better−9.7%

12.5%VolatilityLower is calmer12.6%

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

6–1SPDG wins

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

More Ways to See the Pairs

SPDG vs CGDV: Top 5 Holdings

Today

SPDG

27.2%in top 5

CGDV

in top 524.1%

SPDGStockCGDV

7.6%CSCOnot top 5

not top 5MSFT6.5%

not top 5NVDA6.2%

5.6%IBMnot top 5

5.4%VZnot top 5

4.9%TXNnot top 5

not top 5AVGO4.3%

not top 5META3.8%

3.7%ADInot top 5

not top 5RTX3.3%

Held in common17.2%

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

SPDG vs CGDV Returns, Every Period

1Y

SPDRSPDG

+21.4%

past year

CGDVCapital Group

+16.1%

past year

SPDGCGDVFaded: behind in that period

2–1SPDG wins

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

SPDG vs CGDV

YTD

SPDRSPDG

+18.0%

CGDVCapital Group

+13.0%

+18.0%Year to date+13.0%

−8.3%Worst drop · 1Y−9.7%

12.5%Volatility · 1Y12.6%

2.6%Yield1.2%

$13.7MAssets$38.8B

4–0SPDG wins

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

Cost, Income and Risk

Fees: SPDG, CGDV

Today

0.05%lowest, SPDG

FundExpense ratioFee$10k

SPDG0.05%$5

CGDV0.33%$33

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

Yields: SPDG, CGDV

1Y

2.65%highest, SPDG

FundTrailing yieldYield$10k

SPDG2.65%$265

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$260most kept, SPDG

SPDG$265 − $5 = $260

CGDV$123 − $33 = $90

KeptFee

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

Overlap: SPDG, CGDV

Today

17.2%most shared, SPDG and CGDV

SPDGCGDV

SPDG—17.2%

CGDV17.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+21.4%SPDG, at 12.5% volatility

SPDGWorst drop−8.3%12.5% 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

SPDGCGDV

+18.0%Year to date+13.0%

2.6%Yield1.2%

+21.4%Past year+16.1%

0.05%Fee0.33%

4–0SPDG 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