Compare · 2 funds side by side · dividends reinvested

SPYD and CGDV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,628SPYD · best of the two

02 / 04

SPYD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 High Dividend ETFIncome · Dividend stocks0.07%4.08%+20.7%+25.0%+20.2%+9.3%−9.8%12.4%$7.7B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−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 4, 2026 · returns include dividends · since: SPYD 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.7B$15,628

SPYD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

SPYDMeasureCGDV

+20.7%Year to dateJan 1 → Nov 4+14.6%

+25.0%1 yearTotal return+17.5%

+20.2%3 years · per year$10,000 became $17,381 · $20,044+26.1%

+9.3%5 years · per year$10,000 became $15,628 · […][…]

0.07%Expense ratio$7 · $33 a year on $10k · lower is better0.33%

4.08%Trailing 12-mo yield$408 · $122 a year on $10k1.22%

−9.8%Worst dropSmaller is better−9.7%

12.4%VolatilityLower is calmer12.6%

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

5–2SPYD wins

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

More Ways to See the Pairs

SPYD vs CGDV: Top 5 Holdings

Today

SPYD

8.7%in top 5

CGDV

in top 524.6%

SPYDStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.4%ACNnot top 5

1.7%HASnot top 5

1.6%PFEnot top 5

1.6%MDTnot top 5

1.5%SWKnot top 5

Held in common3.3%

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

SPYD vs CGDV Returns, Every Period

SPDRSPYD

+25.0%

past year

CGDVCapital Group

+17.5%

past year

SPYDCGDVFaded: behind in that period

2–1SPYD wins

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

SPYD vs CGDV

YTD

SPDRSPYD

+20.7%

CGDVCapital Group

+14.6%

+20.7%Year to date+14.6%

−9.8%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y12.6%

4.1%Yield1.2%

$7.7BAssets$38.8B

3–1SPYD wins

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

Cost, Income and Risk

Fees: SPYD, CGDV

Today

0.07%lowest, SPYD

FundExpense ratioFee$10k

SPYD0.07%$7

CGDV0.33%$33

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

Yields: SPYD, CGDV

4.08%highest, SPYD

FundTrailing yieldYield$10k

SPYD4.08%$408

CGDV1.22%$122

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

Income After Fees on $10,000

$401most kept, SPYD

SPYD$408 − $7 = $401

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SPYD, CGDV

Today

3.3%most shared, SPYD and CGDV

SPYDCGDV

SPYD—3.3%

CGDV3.3%—

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

Return vs Bumpiness: 2 ETFs

+25.0%SPYD, at 12.4% volatility

SPYDWorst drop−9.8%12.4% 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

SPYDCGDV

+20.7%Year to date+14.6%

4.1%Yield1.2%

+25.0%Past year+17.5%

0.07%Fee0.33%

4–0SPYD 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