Compare · 2 funds side by side · dividends reinvested

XLC and CGDV

XLCSPDR×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,869XLC · best of the two

02 / 04

XLC 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%$38.8B1.3

State Street Communication Services Select Sector SPDR ETFSectors · Communication0.08%1.32%−10.0%−6.5%+19.1%+6.8%−16.1%16.7%$21.6B1.6

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: XLC 2018 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street Communication Services Select Sector SPDR ETF · $21.6B$13,869

XLC

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

XLCMeasureCGDV

−10.0%Year to dateJan 1 → Nov 4+14.6%

−6.5%1 yearTotal return+17.5%

+19.1%3 years · per year$10,000 became $16,875 · $20,044+26.1%

+6.8%5 years · per year$10,000 became $13,869 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.32%Trailing 12-mo yield$132 · $122 a year on $10k1.22%

−16.1%Worst dropSmaller is better−9.7%

16.7%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

XLC vs CGDV: Top 5 Holdings

Today

XLC

52.2%in top 5

CGDV

in top 524.6%

XLCStockCGDV

21.9%META3.8%

10.9%GOOGLnot top 5

8.8%GOOGnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

5.6%DISnot top 5

5.0%CMCSAnot top 5

not top 5AVGO4.4%

not top 5RTX3.3%

Held in common8.5%

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

XLC vs CGDV Returns, Every Period

SPDRXLC

−6.5%

past year

CGDVCapital Group

+17.5%

past year

XLCCGDVFaded: behind in that period

0–3CGDV wins

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

Sector vs Income: XLC vs CGDV

YTD

SPDRXLC

−10.0%

CGDVCapital Group

+14.6%

−10.0%Year to date+14.6%

−16.1%Worst drop · 1Y−9.7%

16.7%Volatility · 1Y12.6%

1.3%Yield1.2%

$21.6BAssets$38.8B

3–1CGDV wins

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

Cost, Income and Risk

Fees: XLC, CGDV

Today

0.08%lowest, XLC

FundExpense ratioFee$10k

XLC0.08%$8

CGDV0.33%$33

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

Yields: XLC, CGDV

1.32%highest, XLC

FundTrailing yieldYield$10k

XLC1.32%$132

CGDV1.22%$122

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

Income After Fees on $10,000

$124most kept, XLC

XLC$132 − $8 = $124

CGDV$122 − $33 = $89

KeptFee

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

Overlap: XLC, CGDV

Today

8.5%most shared, XLC and CGDV

XLCCGDV

XLC—8.5%

CGDV8.5%—

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

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

XLCWorst drop−16.1%16.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLCCGDV

−10.0%Year to date+14.6%

1.3%Yield1.2%

−6.5%Past year+17.5%

0.08%Fee0.33%

2–2level

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