Compare · 2 funds side by side · dividends reinvested

XLC and CGDV

XLCSPDR×CGDVCapital Group×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,992XLC · best of the two

Story of the two · IncomeMost incomeXLC · 1.28% · $128 a year on $10k

Story of the two · RiskSmallest drop

XLC and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.3

State Street Communication Services Select Sector SPDR ETFSectors · Communication0.08%1.28%−7.8%−4.7%+18.0%+6.9%−16.1%16.9%$22.1B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLC 2018 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Communication Services Select Sector SPDR ETF · $22.1B$13,992

XLC

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

XLCMeasureCGDV

−7.8%

More Ways to See the Pairs

XLC vs CGDV: Top 5 Holdings

Today

XLC

51.4%in top 5

CGDV

in top 524.0%

XLCStockCGDV

20.5%META4.0%

10.6%GOOGLnot top 5

8.5%GOOGnot top 5

not top 5MSFT6.6%

6.3%APP

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 12, 2026 · fee on $10,000 a year

Yields: XLC, CGDV

1Y

1.28%highest, XLC

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+12.7%

−4.7%1 yearTotal return+13.9%

+18.0%3 years · per year$10,000 became $16,439 · $18,895+23.6%

+6.9%5 years · per year$10,000 became $13,992 · […][…]

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

1.28%Trailing 12-mo yield$128 · $124 a year on $10k1.24%

−16.1%Worst dropSmaller is better−9.7%

16.9%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

5.5%DISnot top 5

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5ORCL3.3%

Held in common8.8%

End-of-day Nov 12, 2026 · share of each fund

XLC vs CGDV Returns, Every Period

1Y

SPDRXLC

−4.7%

past year

CGDVCapital Group

+13.9%

past year

XLCCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLC vs CGDV

YTD

SPDRXLC

−7.8%

CGDVCapital Group

+12.7%

−7.8%Year to date+12.7%

−16.1%Worst drop · 1Y−9.7%

16.9%Volatility · 1Y13.5%

1.3%Yield1.2%

$22.1BAssets$38.7B

3–1CGDV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

XLC1.28%$128

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$120most kept, XLC

XLC$128 − $8 = $120

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLC, CGDV

Today

8.8%most shared, XLC and CGDV

XLCCGDV

XLC—8.8%

CGDV8.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

XLCWorst drop−16.1%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLCCGDV

−7.8%Year to date+12.7%

1.3%Yield1.2%

−4.7%Past year+13.9%

0.08%Fee0.33%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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XLC and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two