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Capital Group Dividend Growers ETF (CGDG)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Inception Date
Sep 26, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Capital Group Dividend Growers ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Capital Group Dividend Growers ETF (CGDG) has returned 1.13% so far this year and 18.55% over the past 12 months.


Capital Group Dividend Growers ETF

1D
2.13%
1M
-4.90%
YTD
1.13%
6M
4.55%
1Y
18.55%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 28, 2023, CGDG's average daily return is +0.07%, while the average monthly return is +1.39%. At this rate, your investment would double in approximately 4.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2023 with a return of +7.1%, while the worst month was Mar 2026 at -4.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CGDG closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +6.4%, while the worst single day was Apr 4, 2025 at -5.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.36%3.89%-4.90%1.13%
20253.64%1.69%-0.66%1.29%4.28%3.74%-1.13%2.59%2.02%0.63%2.61%0.12%22.74%
2024-0.70%2.86%3.61%-2.55%3.23%-0.41%3.43%3.28%1.50%-1.86%1.56%-2.66%11.52%
2023-0.33%-1.85%7.06%4.59%9.54%

Benchmark Metrics

Capital Group Dividend Growers ETF has an annualized alpha of 5.62%, beta of 0.67, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since September 29, 2023.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (71.20%) than losses (36.12%) — typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 5.62% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 0.67 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
5.62%
Beta
0.67
0.72
Upside Capture
71.20%
Downside Capture
36.12%

Expense Ratio

CGDG has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Risk / Return Rank

CGDG ranks 73 for risk / return — better than 73% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


CGDG Risk / Return Rank: 7373
Overall Rank
CGDG Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
CGDG Sortino Ratio Rank: 7272
Sortino Ratio Rank
CGDG Omega Ratio Rank: 7272
Omega Ratio Rank
CGDG Calmar Ratio Rank: 7171
Calmar Ratio Rank
CGDG Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and compare them to a chosen benchmark (S&P 500 Index).


CGDGBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.32

0.90

+0.43

Sortino ratio

Return per unit of downside risk

1.88

1.39

+0.50

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.91

1.40

+0.51

Martin ratio

Return relative to average drawdown

8.70

6.61

+2.09

Explore CGDG risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Capital Group Dividend Growers ETF provided a 1.95% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The fund has been increasing its distributions for 2 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.70202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.70$0.70$0.64$0.11

Dividend yield

1.95%1.95%2.15%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for Capital Group Dividend Growers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.14$0.14
2025$0.00$0.00$0.13$0.00$0.00$0.23$0.00$0.00$0.15$0.00$0.00$0.18$0.70
2024$0.00$0.00$0.11$0.00$0.00$0.23$0.00$0.00$0.13$0.00$0.00$0.17$0.64
2023$0.11$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Capital Group Dividend Growers ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Capital Group Dividend Growers ETF was 10.52%, occurring on Apr 8, 2025. Recovery took 17 trading sessions.

The current Capital Group Dividend Growers ETF drawdown is 5.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.52%Feb 19, 202535Apr 8, 202517May 2, 202552
-7.72%Feb 26, 202617Mar 20, 2026
-5.54%Oct 15, 202447Dec 19, 202430Feb 5, 202577
-4.89%Apr 1, 202414Apr 18, 202415May 9, 202429
-4.64%Jul 17, 202414Aug 5, 20248Aug 15, 202422

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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