QDF vs CGDV

AQDF

BCGDV

Measures won3–2QDF wins · of 6 · 5Y

$10,000 · 5Y$16,963QDF · JEPI $14,545

Lowest cost0.33%CGDV · $33 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common29.0%QDF and CGDV

Northern Trust Quality Dividend ETF · $2.2BCapital Group Dividend Value ETF · $38.8B

+19.3%3 years · per year$16,982 · $19,001+23.9%

+11.1%5 years · per year$16,963 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

1.51%12-mo yield$151 · $123 on $10k

Cards for this view

QDF

Northern Trust Quality Dividend

$16,963

CGDV

Capital Group Dividend Value

[…]

MeasureQDFCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield1.51%1.23%

5 years, per year+11.1%[…]

3 years, per year+19.3%+23.9%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y12.8%

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.51%	+1.1%	+13.5%	+15.2%	+19.3%	+11.1%	−7.9%	$2.2B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.8B

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.51%	+1.1%	+13.5%	+15.2%	+19.3%	+11.1%	−7.9%	$2.2B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.8B

Loading…