ADPV vs. CGDV
Compare and contrast key facts about Adaptiv Select ETF (ADPV) and Capital Group Dividend Value ETF (CGDV).
ADPV and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ADPV is an actively managed fund by Adaptiv. It was launched on Nov 3, 2022. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADPV or CGDV.
Correlation
The correlation between ADPV and CGDV is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ADPV vs. CGDV - Performance Comparison
Key characteristics
ADPV:
2.31
CGDV:
1.75
ADPV:
3.04
CGDV:
2.43
ADPV:
1.38
CGDV:
1.32
ADPV:
4.64
CGDV:
3.80
ADPV:
14.76
CGDV:
11.36
ADPV:
3.22%
CGDV:
1.79%
ADPV:
20.67%
CGDV:
11.66%
ADPV:
-14.73%
CGDV:
-21.82%
ADPV:
-5.85%
CGDV:
-4.71%
Returns By Period
In the year-to-date period, ADPV achieves a 0.65% return, which is significantly higher than CGDV's -0.20% return.
ADPV
0.65%
-3.01%
13.80%
47.26%
N/A
N/A
CGDV
-0.20%
-2.61%
2.80%
20.26%
N/A
N/A
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ADPV vs. CGDV - Expense Ratio Comparison
ADPV has a 1.00% expense ratio, which is higher than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
ADPV vs. CGDV — Risk-Adjusted Performance Rank
ADPV
CGDV
ADPV vs. CGDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adaptiv Select ETF (ADPV) and Capital Group Dividend Value ETF (CGDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ADPV vs. CGDV - Dividend Comparison
ADPV's dividend yield for the trailing twelve months is around 0.67%, less than CGDV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
ADPV Adaptiv Select ETF | 0.67% | 0.67% | 0.22% | 0.25% |
CGDV Capital Group Dividend Value ETF | 1.60% | 1.60% | 1.66% | 1.36% |
Drawdowns
ADPV vs. CGDV - Drawdown Comparison
The maximum ADPV drawdown since its inception was -14.73%, smaller than the maximum CGDV drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for ADPV and CGDV. For additional features, visit the drawdowns tool.
Volatility
ADPV vs. CGDV - Volatility Comparison
Adaptiv Select ETF (ADPV) has a higher volatility of 7.93% compared to Capital Group Dividend Value ETF (CGDV) at 4.06%. This indicates that ADPV's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.