Compare UDI and CGDV | ETF Tracker

UDI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

USCF Dividend Income ETFIncome · Dividend stocks0.65%2.55%+20.2%+27.9%+22.5%[…]−6.5%10.0%$3M1.3

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: UDI 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

USCF Dividend Income ETF · $3M[…]

UDI

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

UDIMeasureCGDV

+20.2%Year to dateJan 1 → Nov 4+14.6%

+27.9%1 yearTotal return+17.5%

+22.5%3 years · per year$10,000 became $18,362 · $20,044+26.1%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

2.55%Trailing 12-mo yield$255 · $122 a year on $10k1.22%

−6.5%Worst dropSmaller is better−9.7%

10.0%VolatilityLower is calmer12.6%

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

5–2UDI wins

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

More Ways to See the Pairs

UDI vs CGDV: Top 5 Holdings

Today

UDI

17.3%in top 5

CGDV

in top 524.6%

UDIStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.6%0Y6X.Lnot top 5

3.6%JNJnot top 5

3.5%ABBVnot top 5

3.5%EWBCnot top 5

not top 5RTX3.3%

3.2%LAMRnot top 5

Held in common8.4%

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

UDI vs CGDV Returns, Every Period

1Y

USCFUDI

+27.9%

past year

CGDVCapital Group

+17.5%

past year

UDICGDVFaded: behind in that period

2–1UDI wins

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

UDI vs CGDV

YTD

USCFUDI

+20.2%

CGDVCapital Group

+14.6%

+20.2%Year to date+14.6%

−6.5%Worst drop · 1Y−9.7%

10.0%Volatility · 1Y12.6%

2.6%Yield1.2%

$3.2MAssets$38.8B

4–0UDI wins

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

Cost, Income and Risk

Fees: UDI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

UDI0.65%$65

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

Yields: UDI, CGDV

1Y

2.55%highest, UDI

FundTrailing yieldYield$10k

UDI2.55%$255

CGDV1.22%$122

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

Income After Fees on $10,000

1Y

$190most kept, UDI

UDI$255 − $65 = $190

CGDV$122 − $33 = $89

KeptFee

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

Overlap: UDI, CGDV

Today

8.4%most shared, UDI and CGDV

UDICGDV

UDI—8.4%

CGDV8.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+27.9%UDI, at 10.0% volatility

UDIWorst drop−6.5%10.0% 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

UDICGDV

+20.2%Year to date+14.6%

2.6%Yield1.2%

+27.9%Past year+17.5%

0.65%Fee0.33%

3–1UDI 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