DIVY vs CGDV

ADIVY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · DIVY $15,454

Lowest cost0.04%VIG · $4 on $10k

Most income2.76%DIVY · $276 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.5%DIVY and CGDV

Sound Equity Dividend Income ETF · $28MCapital Group Dividend Value ETF · $38.7B

+14.1%3 years · per year$14,852 · $19,001+23.9%

+9.1%5 years · per year$15,454 · […][…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

2.76%12-mo yield$276 · $123 on $10k

Cards for this view

DIVY

Sound Equity Dividend Income

$15,454

CGDV

Capital Group Dividend Value

[…]

MeasureDIVYCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield2.76%1.23%

5 years, per year+9.1%[…]

3 years, per year+14.1%+23.9%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y14.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk	0.45%	2.76%	0.0%	+24.4%	+29.6%	+14.1%	+9.1%	−9.0%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk	0.45%	2.76%	0.0%	+24.4%	+29.6%	+14.1%	+9.1%	−9.0%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

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