GIAX vs CGDV

AGIAX

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income28.30%GIAX · $2,830 on $10k

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

Held in common23.0%GIAX and CGDV

Nicholas Global Equity and Income ETF · $101MCapital Group Dividend Value ETF · $38.7B

[…]3 years · per year[…] · $19,001+23.9%

[…]5 years · per year[…]

1.03%Expense ratio$103 · $33 on $10k · lower wins0.33%

28.30%12-mo yield$2,830 · $123 on $10k1.23%

Cards for this view

GIAX

Nicholas Global Equity and Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGIAXCGDV

Fee1.03%0.33%

Cost on $10k a year$103$33

Yield28.30%1.23%

5 years, per year[…][…]

3 years, per year[…]+23.9%

Worst drop · 1Y−21.2%−9.7%

Volatility · 1Y29.1%13.5%

#
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	AGIAX	Nicholas Global Equity and Income ETFRead Desk	1.03%	28.30%	+2.1%	+5.3%	+2.7%	new	new	−21.2%	$101M
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	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	AGIAX	Nicholas Global Equity and Income ETFRead Desk	1.03%	28.30%	+2.1%	+5.3%	+2.7%	new	new	−21.2%	$101M
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

Loading…