UDIV vs CGDV

AUDIV

BCGDV

Measures won4–1UDIV wins · of 6 · 5Y

$10,000 · 5Y$19,022UDIV · VYM $17,324

Lowest cost0.04%VYM · $4 on $10k

Most income2.23%VYM · $223 on $10k

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

Held in common38.7%UDIV and CGDV

Franklin U.S. Core Dividend Tilt Index ETF · $162MCapital Group Dividend Value ETF · $38.8B

+24.4%3 years · per year$19,238 · $19,001+23.9%

+13.7%5 years · per year$19,022 · […][…]

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

1.43%12-mo yield$143 · $123 on $10k

Cards for this view

UDIV

Franklin U.S. Core Dividend Tilt Index

$19,022

CGDV

Capital Group Dividend Value

[…]

MeasureUDIVCGDV

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.43%1.23%

5 years, per year+13.7%[…]

3 years, per year+24.4%+23.9%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y13.9%

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+1.4%	+15.7%	+16.3%	+24.4%	+13.7%	−8.4%	$162M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+1.4%	+15.7%	+16.3%	+24.4%	+13.7%	−8.4%	$162M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
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

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