Compare · 2 funds side by side · dividends reinvested

XSHD and CGDV

XSHDInvesco×CGDVCapital Group×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$7,698XSHD · best of the two

Story of the two · IncomeMost incomeXSHD · 5.11% · $511 a year on $10k

Story of the two · RiskSmallest drop

XSHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B1.3

Invesco S&P SmallCap High Dividend Low Volatility ETFIncome · Dividend stocks0.30%5.11%+5.7%+6.8%+2.4%−5.1%−13.3%14.8%$62M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: XSHD 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap High Dividend Low Volatility ETF · $62M$7,698

XSHD

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XSHDMeasureCGDV

+5.7%

More Ways to See the Pairs

XSHD vs CGDV: Top 5 Holdings

Today

XSHD

16.9%in top 5

CGDV

in top 524.0%

XSHDStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

3.7%NRZnot top 5

Cost, Income and Risk

Fees: XSHD, CGDV

Today

0.30%lowest, XSHD

FundExpense ratioFee$10k

XSHD0.30%$30

CGDV0.33%$33

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XSHD, CGDV

1Y

5.11%highest, XSHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+12.3%

+6.8%1 yearTotal return+13.2%

+2.4%3 years · per year$10,000 became $10,752 · $18,844+23.5%

−5.1%5 years · per year$10,000 became $7,698 · […][…]

0.30%Expense ratio$30 · $33 a year on $10k · lower is better0.33%

5.11%Trailing 12-mo yield$511 · $124 a year on $10k1.24%

−13.3%Worst dropSmaller is better−9.7%

14.8%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.7%CAGnot top 5

3.3%MRPnot top 5

not top 5ORCL3.3%

3.2%IIPRnot top 5

3.1%EFCnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XSHD vs CGDV Returns, Every Period

1Y

InvescoXSHD

+6.8%

past year

CGDVCapital Group

+13.2%

past year

XSHDCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XSHD vs CGDV

YTD

InvescoXSHD

+5.7%

CGDVCapital Group

+12.3%

+5.7%Year to date+12.3%

−13.3%Worst drop · 1Y−9.7%

14.8%Volatility · 1Y13.5%

5.1%Yield1.2%

$61.8MAssets$39.0B

3–1CGDV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

XSHD5.11%$511

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$481most kept, XSHD

XSHD$511 − $30 = $481

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XSHD, CGDV

Today

0.0%most shared, XSHD and CGDV

XSHDCGDV

XSHD—0.0%

CGDV0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.2%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

XSHDWorst drop−13.3%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XSHDCGDV

+5.7%Year to date+12.3%

5.1%Yield1.2%

+6.8%Past year+13.2%

0.30%Fee0.33%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

XSHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two