Capital Group Dividend Value ETF (CGDV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CGDV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGDV
CGDV charges 0.33% annually. There are 51 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | CGDV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | CGDV vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | CGDV vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | CGDV vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | CGDV vs SCHV |
Best Risk-Adjusted Alternatives to CGDV
CGDV has a PortfoliosLab risk / return rank of 85. There are 89 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | CGDV vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | CGDV vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | CGDV vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | CGDV vs IWX | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | CGDV vs VFLO |
Top Performing CGDV Alternatives (YTD)
CGDV is at 15.82% YTD. There are 69 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | CGDV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | CGDV vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | CGDV vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | CGDV vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | CGDV vs AVLV |
Lowest Volatility Alternatives to CGDV
CGDV has 12.57% 1-year volatility. There are 104 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | CGDV vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | CGDV vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | CGDV vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | CGDV vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | CGDV vs ABEQ |
Lowest Drawdown Alternatives to CGDV
CGDV has a 1-year max drawdown of -9.75%. There are 113 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | CGDV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | CGDV vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | CGDV vs MDLV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | CGDV vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | CGDV vs VMAX |
Other ETFs from Capital Group
The 10 most viewed Capital Group ETFs shown here include CGGR, CGDG, CGBL and span 9 categories. AUM among these funds goes as high as $24B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Capital Group Growth ETF | Large Cap Growth Equities | 28 | 2.98% | 23.64B | Feb 2022 | CGDV vs CGGR | |
| Capital Group Dividend Growers ETF | Global Equities | 73 | 9.03% | 5.49B | Sep 2023 | CGDV vs CGDG | |
| Capital Group Core Balanced ETF | Diversified Portfolio | 59 | 7.35% | 7.22B | Sep 2023 | CGDV vs CGBL | |
| Capital Group Core Plus Income ETF | Intermediate Core-Plus Bond | 28 | -0.26% | 8.44B | Feb 2022 | CGDV vs CGCP | |
| Capital Group U.S. Multi-Sector Income ETF | Multisector Bonds | 50 | 1.37% | 5.35B | Oct 2022 | CGDV vs CGMS | |
| Capital Group Core Equity ETF | Large Cap Blend Equities | 70 | 13.18% | 11.45B | Feb 2022 | CGDV vs CGUS | |
| Capital Group Global Growth Equity ETF | Global Equities, Actively Managed | 54 | 15.18% | 11.30B | Feb 2022 | CGDV vs CGGO | |
| Capital Group International Core Equity ETF | Foreign Large Cap Equities | 71 | 12.31% | 2.31B | Jun 2024 | CGDV vs CGIC | |
| Capital Group Conservative Equity ETF | Large Cap Value Equities | 72 | 10.20% | 1.98B | Jun 2024 | CGDV vs CGCV | |
| Capital Group International Focus Equity ETF | Foreign Large Cap Equities | 65 | 15.45% | 6.18B | Feb 2022 | CGDV vs CGXU |
Often Compared With CGDV
Investors most often compare CGDV with SCHD, SPY, DIVO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare CGDV with Any Fund or Stock
Compare CGDV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGDV with funds that move differently
Capital Group Dividend Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGDV.
Explore CGDV Diversifiers