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% | 26.18B | Jul 2000 | CGDV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | CGDV vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | CGDV vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | CGDV vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | CGDV vs VTV |
Best Risk-Adjusted Alternatives to CGDV
CGDV has a PortfoliosLab risk / return rank of 72. There are 62 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | CGDV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | CGDV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | CGDV vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.53B | Mar 2005 | CGDV vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 26.73B | Aug 2013 | CGDV vs FNDX |
Top Performing CGDV Alternatives (YTD)
CGDV is at 11.43% YTD. There are 65 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.95% | 14.76B | Apr 2013 | CGDV vs VLUE | |
| Clough Select Equity ETF | 27.58% | 55.44M | Nov 2020 | CGDV vs CBSE | |
| Eventide High Dividend ETF | 22.93% | 150.61M | Sep 2024 | CGDV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.53% | 12.01B | Sep 2021 | CGDV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.16% | 164.26M | Jul 2023 | CGDV vs ROE |
Lowest Volatility Alternatives to CGDV
CGDV has 12.27% 1-year volatility. There are 100 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.93% | 32.39M | Apr 2023 | CGDV vs MDLV | |
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | CGDV vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.01% | 6.12B | Jun 2006 | CGDV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.03% | 342.03M | Sep 2023 | CGDV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.39% | 1.61B | Jun 2006 | CGDV vs DTD |
Lowest Drawdown Alternatives to CGDV
CGDV has a 1-year max drawdown of -9.75%. There are 107 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 Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | CGDV vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | CGDV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | CGDV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | CGDV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | CGDV vs ELCV |
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 | 25 | 2.61% | 24.49B | Feb 2022 | CGDV vs CGGR | |
| Capital Group Dividend Growers ETF | Global Equities | 40 | 5.07% | 5.18B | Sep 2023 | CGDV vs CGDG | |
| Capital Group Core Balanced ETF | Allocation--50% to 70% Equity, Diversified Portfolio | 50 | 6.77% | 6.93B | Sep 2023 | CGDV vs CGBL | |
| Capital Group Core Plus Income ETF | Intermediate Core-Plus Bond | 41 | 0.92% | 8.05B | Feb 2022 | CGDV vs CGCP | |
| Capital Group U.S. Multi-Sector Income ETF | Multisector Bonds | 58 | 1.77% | 5.13B | Oct 2022 | CGDV vs CGMS | |
| Capital Group Core Equity ETF | Large Cap Blend Equities | 54 | 8.69% | 10.91B | Feb 2022 | CGDV vs CGUS | |
| Capital Group Global Growth Equity ETF | Global Equities | 60 | 18.47% | 11.69B | Feb 2022 | CGDV vs CGGO | |
| Capital Group International Core Equity ETF | Foreign Large Cap Equities | 54 | 11.00% | 2.12B | Jun 2024 | CGDV vs CGIC | |
| Capital Group Conservative Equity ETF | Large Cap Value Equities | 51 | 6.81% | 1.81B | Jun 2024 | CGDV vs CGCV | |
| Capital Group International Focus Equity ETF | Foreign Large Cap Equities | 54 | 15.84% | 6.45B | 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