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CGDG vs. FFRHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CGDG vs. FFRHX

Last updated May 12, 2025

Compare and contrast key facts about Capital Group Dividend Growers ETF (CGDG) and Fidelity Floating Rate High Income Fund (FFRHX).

CGDG is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGDG or FFRHX.

Correlation

The correlation between CGDG and FFRHX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

CGDG vs. FFRHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Dividend Growers ETF (CGDG) and Fidelity Floating Rate High Income Fund (FFRHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CGDG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FFRHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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CGDG vs. FFRHX - Expense Ratio Comparison

CGDG has a 0.47% expense ratio, which is lower than FFRHX's 0.67% expense ratio.

FFRHX
Fidelity Floating Rate High Income Fund
CGDG
Capital Group Dividend Growers ETF

Risk-Adjusted Performance

CGDG vs. FFRHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CGDG
The Risk-Adjusted Performance Rank of CGDG is 8383
Overall Rank
The Sharpe Ratio Rank of CGDG is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of CGDG is 8181
Sortino Ratio Rank
The Omega Ratio Rank of CGDG is 8181
Omega Ratio Rank
The Calmar Ratio Rank of CGDG is 8787
Calmar Ratio Rank
The Martin Ratio Rank of CGDG is 8787
Martin Ratio Rank
FFRHX
The Risk-Adjusted Performance Rank of FFRHX is 9292
Overall Rank
The Sharpe Ratio Rank of FFRHX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of FFRHX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FFRHX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of FFRHX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of FFRHX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CGDG vs. FFRHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and Fidelity Floating Rate High Income Fund (FFRHX). 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.

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Dividends

CGDG vs. FFRHX - Dividend Comparison

CGDG's dividend yield for the trailing twelve months is around 2.09%, while FFRHX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
CGDG
Capital Group Dividend Growers ETF		2.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FFRHX
Fidelity Floating Rate High Income Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CGDG vs. FFRHX - Drawdown Comparison

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Volatility

CGDG vs. FFRHX - Volatility Comparison

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