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.
Performance
CGDG vs. RDVY - Performance Comparison
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CGDG vs. RDVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 1.66% | 22.74% | 11.52% | 9.54% |
RDVY First Trust Rising Dividend Achievers ETF | -0.57% | 18.90% | 16.41% | 12.85% |
Returns By Period
In the year-to-date period, CGDG achieves a 1.66% return, which is significantly higher than RDVY's -0.57% return.
CGDG
- 1D
- 0.08%
- 1M
- -1.81%
- YTD
- 1.66%
- 6M
- 4.53%
- 1Y
- 18.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RDVY
- 1D
- 0.06%
- 1M
- -2.90%
- YTD
- -0.57%
- 6M
- 2.48%
- 1Y
- 17.55%
- 3Y*
- 16.90%
- 5Y*
- 10.19%
- 10Y*
- 14.68%
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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.
Return for Risk
CGDG vs. RDVY — Risk / Return Rank
CGDG
RDVY
CGDG vs. RDVY - Risk-Adjusted Trends 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.
| CGDG | RDVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.92 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.41 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.43 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.55 | 6.23 | +2.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGDG | RDVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.92 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.54 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 0.62 | +0.88 |
Correlation
The correlation between CGDG and RDVY is 0.80, 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.
Dividends
CGDG vs. RDVY - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 1.94%, more than RDVY's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 1.94% | 1.95% | 2.15% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RDVY First Trust Rising Dividend Achievers ETF | 1.02% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
Drawdowns
CGDG vs. RDVY - Drawdown Comparison
The maximum CGDG drawdown since its inception was -10.52%, 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.
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Drawdown Indicators
| CGDG | RDVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.52% | -40.60% | +30.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -9.04% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.60% | — |
Current DrawdownCurrent decline from peak | -4.53% | -5.65% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -5.06% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 2.96% | -0.75% |
Volatility
CGDG vs. RDVY - Volatility Comparison
The current volatility for Capital Group Dividend Growers ETF (CGDG) is 4.62%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 5.50%. 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.
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Volatility by Period
| CGDG | RDVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.50% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.92% | -2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 19.08% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 18.91% | -6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.21% | 21.10% | -8.89% |