CGDG vs. RDVY
Compare and contrast key facts about Capital Group Dividend Growers ETF (CGDG) and First Trust Rising Dividend Achievers ETF (RDVY).
CGDG and RDVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGDG is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. RDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Rising Dividend Achievers. It was launched on Jan 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGDG or RDVY.
Key characteristics
| CGDG | RDVY | |
|---|---|---|
| YTD Return | 13.41% | 23.41% |
| 1Y Return | 22.46% | 40.58% |
| Sharpe Ratio | 2.15 | 2.57 |
| Sortino Ratio | 3.03 | 3.67 |
| Omega Ratio | 1.38 | 1.47 |
| Calmar Ratio | 4.60 | 4.00 |
| Martin Ratio | 15.54 | 17.31 |
| Ulcer Index | 1.45% | 2.33% |
| Daily Std Dev | 10.48% | 15.70% |
| Max Drawdown | -4.89% | -40.60% |
| Current Drawdown | -2.41% | -0.79% |
Correlation
The correlation between CGDG and RDVY is 0.81, 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
CGDG vs. RDVY - Performance Comparison
In the year-to-date period, CGDG achieves a 13.41% return, which is significantly lower than RDVY's 23.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CGDG vs. RDVY - Expense Ratio Comparison
CGDG has a 0.47% expense ratio, which is lower than RDVY's 0.50% expense ratio.
Risk-Adjusted Performance
CGDG vs. RDVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and First Trust Rising Dividend Achievers ETF (RDVY). 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
CGDG vs. RDVY - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 1.90%, more than RDVY's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 1.90% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RDVY First Trust Rising Dividend Achievers ETF | 1.62% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% | 1.91% |
Drawdowns
CGDG vs. RDVY - Drawdown Comparison
The maximum CGDG drawdown since its inception was -4.89%, smaller than the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for CGDG and RDVY. For additional features, visit the drawdowns tool.
Volatility
CGDG vs. RDVY - Volatility Comparison
The current volatility for Capital Group Dividend Growers ETF (CGDG) is 2.98%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 7.13%. This indicates that CGDG experiences smaller price fluctuations and is considered to be less risky than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.