MDIV vs CGDV

AMDIV

BCGDV

Measures won3–2MDIV wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · MDIV $13,350

Lowest cost0.06%SCHD · $6 on $10k

Most income7.51%MDIV · $751 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common0.7%MDIV and CGDV

Multi-Asset Diversified Income Index Fund · $417MCapital Group Dividend Value ETF · $38.8B

+9.9%3 years · per year$13,284 · $18,754+23.3%

+5.9%5 years · per year$13,350 · […][…]

0.83%Expense ratio$83 · $33 on $10k · lower wins0.33%

7.51%12-mo yield$751 · $124 on $10k

Cards for this view

MDIV

Multi-Asset Diversified Income Index Fund

$13,350

CGDV

Capital Group Dividend Value

[…]

MeasureMDIVCGDV

Fee0.83%0.33%

Cost on $10k a year$83$33

Yield7.51%1.24%

5 years, per year+5.9%[…]

3 years, per year+9.9%+23.3%

Worst drop · 1Y−6.1%−9.7%

Volatility · 1Y6.9%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk	0.83%	7.51%	+0.1%	+8.9%	+10.1%	+9.9%	+5.9%	−6.1%	$417M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk	0.83%	7.51%	+0.1%	+8.9%	+10.1%	+9.9%	+5.9%	−6.1%	$417M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

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