Compare XUDV and CGDV

XUDV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin US Dividend Booster Index ETFIncome · Dividend stocks0.09%3.34%+27.9%+30.6%[…][…]−6.8%12.3%$79M1.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: XUDV 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Franklin US Dividend Booster Index ETF · $79M[…]

XUDV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

XUDVMeasureCGDV

+27.9%Year to dateJan 1 → Nov 3+13.0%

+30.6%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.09%Expense ratio$9 · $33 a year on $10k · lower is better0.33%

3.34%Trailing 12-mo yield$334 · $123 a year on $10k1.23%

−6.8%Worst dropSmaller is better−9.7%

12.3%VolatilityLower is calmer12.6%

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

6–0XUDV wins

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

More Ways to See the Pairs

XUDV vs CGDV: Top 5 Holdings

Today

XUDV

26.1%in top 5

CGDV

in top 524.1%

XUDVStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

5.5%PFEnot top 5

5.4%UPSnot top 5

5.2%EIXnot top 5

5.1%MOnot top 5

4.9%KHCnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common3.8%

End-of-day Nov 3, 2026 · share of each fund

XUDV vs CGDV Returns, Every Period

1Y

Franklin TempletonXUDV

+30.6%

past year

CGDVCapital Group

+16.1%

past year

XUDVCGDVFaded: behind in that period

2–0XUDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XUDV vs CGDV

YTD

Franklin TempletonXUDV

+27.9%

CGDVCapital Group

+13.0%

+27.9%Year to date+13.0%

−6.8%Worst drop · 1Y−9.7%

12.3%Volatility · 1Y12.6%

3.3%Yield1.2%

$79.4MAssets$38.8B

4–0XUDV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XUDV, CGDV

Today

0.09%lowest, XUDV

FundExpense ratioFee$10k

XUDV0.09%$9

CGDV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XUDV, CGDV

1Y

3.34%highest, XUDV

FundTrailing yieldYield$10k

XUDV3.34%$334

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$325most kept, XUDV

XUDV$334 − $9 = $325

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XUDV, CGDV

Today

3.8%most shared, XUDV and CGDV

XUDVCGDV

XUDV—3.8%

CGDV3.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+30.6%XUDV, at 12.3% volatility

XUDVWorst drop−6.8%12.3% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XUDVCGDV

+27.9%Year to date+13.0%

3.3%Yield1.2%

+30.6%Past year+16.1%

0.09%Fee0.33%

4–0XUDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026