CGDG vs. BDVL

Last updated Jun 4, 2026

CGDG (Capital Group Dividend Growers ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. CGDG is actively managed, while BDVL is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. CGDG charges 0.47%/yr vs 0.40%/yr for BDVL.

Performance

CGDG vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Dividend Growers ETF (CGDG) and iShares Disciplined Volatility Equity Active ETF (BDVL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGDG achieves a 4.98% return, which is significantly higher than BDVL's 4.71% return.

CGDG

• 1D: -0.45%
• 1M: 1.00%
• YTD: 4.98%
• 6M: 5.58%
• 1Y: 15.66%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDVL

• 1D: -0.44%
• 1M: 0.91%
• YTD: 4.71%
• 6M: 5.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CGDG vs. BDVL - Yearly Performance Comparison

	2026 (YTD)	2025
CGDG Capital Group Dividend Growers ETF	4.98%	3.65%
BDVL iShares Disciplined Volatility Equity Active ETF	4.71%	1.97%

Correlation

The correlation between CGDG and BDVL is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025	0.85

CGDG vs. BDVL - Sectors Allocation Comparison

Sectors	CGDG	BDVL
Financial Services	20.0%	13.9%
Technology	14.1%	23.0%
Industrials	11.4%	15.4%
Consumer Defensive	10.1%	6.3%
Healthcare	8.8%	11.1%
Utilities	8.7%	4.8%
Energy	7.8%	2.8%
Consumer Cyclical	7.8%	8.5%
Basic Materials	5.0%	2.6%
Communication Services	3.2%	10.7%
Real Estate	3.2%	1.0%

Return for Risk

CGDG vs. BDVL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGDG

CGDG Risk / Return Rank: 42
CGDG Sharpe Ratio Rank: 41
CGDG Sortino Ratio Rank: 40
CGDG Omega Ratio Rank: 39
CGDG Calmar Ratio Rank: 41
CGDG Martin Ratio Rank: 47

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.

CGDG vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and iShares Disciplined Volatility Equity Active ETF (BDVL). 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.

	CGDG	BDVL	Difference
Sharpe ratio: Return per unit of total volatility	1.48	—	—
Sortino ratio: Return per unit of downside risk	2.08	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	2.04	—	—
Martin ratio: Return relative to average drawdown	7.88	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CGDG	BDVL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.48	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.53	1.01	+0.51

Drawdowns

CGDG vs. BDVL - Drawdown Comparison

The maximum CGDG drawdown since its inception was -10.52%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for CGDG and BDVL.

Drawdown Indicators

	CGDG	BDVL	Difference
Max Drawdown Largest peak-to-trough decline	-10.52%	-7.71%	-2.81%
Max Drawdown (1Y) Largest decline over 1 year	-7.72%	—	—
Current Drawdown Current decline from peak	-1.41%	-0.95%	-0.46%
Average Drawdown Average peak-to-trough decline	-1.32%	-1.19%	-0.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	—	—

Volatility

Volatility by Period

	CGDG	BDVL	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.24%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.28%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.63%	9.49%	+1.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.16%	9.49%	+2.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.16%	9.49%	+2.67%

CGDG vs. BDVL - Expense Ratio Comparison

CGDG has a 0.47% expense ratio, which is higher than BDVL's 0.40% expense ratio.

Dividends

CGDG vs. BDVL - Dividend Comparison

CGDG's dividend yield for the trailing twelve months is around 1.88%, less than BDVL's 2.66% yield.

Position	TTM	2025	2024	2023
BDVL iShares Disciplined Volatility Equity Active ETF	2.66%	2.79%	0.00%	0.00%
CGDG Capital Group Dividend Growers ETF	1.88%	1.95%	2.15%	0.39%

Frequently Asked Questions

Can I hold both CGDG and BDVL in my portfolio?

CGDG and BDVL have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CGDG or BDVL?

On fees, BDVL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CGDG or BDVL?

BDVL is cheaper with a 0.40% expense ratio, compared with 0.47% for CGDG.

Which ETF pays a higher dividend yield, CGDG or BDVL?

BDVL has the higher dividend yield at 2.66%, compared with 1.88% for CGDG.

What is the main difference between CGDG and BDVL?

They also come from different issuers: Capital Group and iShares. Their fees differ too: 0.47% for CGDG and 0.40% for BDVL.