CGDV vs SDY

ACGDV

BSDY

Measures won2–3SDY wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · SDY $14,879

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.2%CGDV and SDY

Capital Group Dividend Value ETF · $38.8BState Street SPDR S&P Dividend ETF · $22.6B

+23.9%3 years · per year$19,001 · $15,427+15.5%

[…]5 years · per year[…] · $14,879+8.3%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

1.23%12-mo yield$123 · $230 on $10k2.30%

Cards for this view

CGDV

Capital Group Dividend Value

[…]

SDY

SPDR S&P Dividend

$14,879

MeasureCGDVSDY

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield1.23%2.30%

5 years, per year[…]+8.3%

3 years, per year+23.9%+15.5%

Worst drop · 1Y−9.7%−7.7%

Volatility · 1Y13.5%11.7%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSDY	State Street SPDR S&P Dividend ETFRead Desk	0.35%	2.30%	+0.3%	+20.2%	+22.7%	+15.5%	+8.3%	−7.7%	$22.6B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.8B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSDY	State Street SPDR S&P Dividend ETFRead Desk	0.35%	2.30%	+0.3%	+20.2%	+22.7%	+15.5%	+8.3%	−7.7%	$22.6B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.8B

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