SPDV vs CGDV

ASPDV

BCGDV

Measures won4–1SPDV wins · of 6 · 5Y

$10,000 · 5Y$16,792SPDV · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income3.19%SPDV · $319 on $10k

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

Held in common3.6%SPDV and CGDV

AAM S&P 500 High Dividend Value ETF · $107MCapital Group Dividend Value ETF · $37.8B

+20.6%3 years · per year$17,542 · $18,754+23.3%

+10.9%5 years · per year$16,792 · […][…]

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

3.19%12-mo yield$319 · $124 on $10k

Cards for this view

SPDV

AAM S&P 500 High Dividend Value

$16,792

CGDV

Capital Group Dividend Value

[…]

MeasureSPDVCGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield3.19%1.24%

5 years, per year+10.9%[…]

3 years, per year+20.6%+23.3%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.3%

#
1	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk	0.29%	3.19%	+0.4%	+24.7%	+28.1%	+20.6%	+10.9%	−7.3%	$107M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

#
1	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk	0.29%	3.19%	+0.4%	+24.7%	+28.1%	+20.6%	+10.9%	−7.3%	$107M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

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