Compare YFYA and CGDV

YFYA 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%$38.8B1.4

Yields for You Income Strategy A ETFIncome · Dividend stocks1.16%5.26%+2.4%+3.1%[…][…]−1.6%3.7%$9M1.5

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: YFYA 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Yields for You Income Strategy A ETF · $9M[…]

YFYA

CGDV

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

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

YFYAMeasureCGDV

+2.4%Year to dateJan 1 → Nov 4+14.6%

+3.1%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

1.16%Expense ratio$116 · $33 a year on $10k · lower is better0.33%

5.26%Trailing 12-mo yield$526 · $122 a year on $10k1.22%

−1.6%Worst dropSmaller is better−9.7%

3.7%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

YFYA vs CGDV: Top 5 Holdings

Today

YFYA

86.1%in top 5

CGDV

in top 524.6%

YFYAStockCGDV

30.2%TUSInot top 5

25.9%BILnot top 5

19.8%PFLDnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

5.1%JEPInot top 5

5.0%XTWOnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

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

YFYA vs CGDV Returns, Every Period

1Y

TeucriumYFYA

+3.1%

past year

CGDVCapital Group

+17.5%

past year

YFYACGDVFaded: behind in that period

0–2CGDV wins

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

YFYA vs CGDV

YTD

TeucriumYFYA

+2.4%

CGDVCapital Group

+14.6%

+2.4%Year to date+14.6%

−1.6%Worst drop · 1Y−9.7%

3.7%Volatility · 1Y12.6%

5.3%Yield1.2%

$9.4MAssets$38.8B

3–1YFYA wins

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

Cost, Income and Risk

Fees: YFYA, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

YFYA1.16%$116

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

Yields: YFYA, CGDV

1Y

5.26%highest, YFYA

FundTrailing yieldYield$10k

YFYA5.26%$526

CGDV1.22%$122

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

Income After Fees on $10,000

1Y

$410most kept, YFYA

YFYA$526 − $116 = $410

CGDV$122 − $33 = $89

KeptFee

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

Overlap: YFYA, CGDV

Today

0.0%most shared, YFYA and CGDV

YFYACGDV

YFYA—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

YFYAWorst drop−1.6%3.7% 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

YFYACGDV

+2.4%Year to date+14.6%

5.3%Yield1.2%

+3.1%Past year+17.5%

1.16%Fee0.33%

3–1CGDV 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