SEIV vs. CGDV
Compare and contrast key facts about SEI Enhanced US Large Cap Value Factor ETF (SEIV) and Capital Group Dividend Value ETF (CGDV).
SEIV and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SEIV is an actively managed fund by SEI. It was launched on May 16, 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: SEIV or CGDV.
Correlation
The correlation between SEIV and CGDV is 0.91, 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
SEIV vs. CGDV - Performance Comparison
Key characteristics
SEIV:
1.64
CGDV:
1.75
SEIV:
2.26
CGDV:
2.43
SEIV:
1.30
CGDV:
1.32
SEIV:
2.54
CGDV:
3.80
SEIV:
9.02
CGDV:
11.36
SEIV:
2.26%
CGDV:
1.79%
SEIV:
12.43%
CGDV:
11.66%
SEIV:
-18.18%
CGDV:
-21.82%
SEIV:
-3.99%
CGDV:
-4.71%
Returns By Period
In the year-to-date period, SEIV achieves a 1.00% return, which is significantly higher than CGDV's -0.20% return.
SEIV
1.00%
-2.06%
4.19%
20.67%
N/A
N/A
CGDV
-0.20%
-2.61%
2.80%
20.26%
N/A
N/A
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SEIV vs. CGDV - Expense Ratio Comparison
SEIV has a 0.15% expense ratio, which is lower than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
SEIV vs. CGDV — Risk-Adjusted Performance Rank
SEIV
CGDV
SEIV vs. CGDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Enhanced US Large Cap Value Factor ETF (SEIV) 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
SEIV vs. CGDV - Dividend Comparison
SEIV's dividend yield for the trailing twelve months is around 1.64%, more than CGDV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
SEIV SEI Enhanced US Large Cap Value Factor ETF | 1.64% | 1.65% | 2.08% | 1.63% |
CGDV Capital Group Dividend Value ETF | 1.60% | 1.60% | 1.66% | 1.36% |
Drawdowns
SEIV vs. CGDV - Drawdown Comparison
The maximum SEIV drawdown since its inception was -18.18%, smaller than the maximum CGDV drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for SEIV and CGDV. For additional features, visit the drawdowns tool.
Volatility
SEIV vs. CGDV - Volatility Comparison
SEI Enhanced US Large Cap Value Factor ETF (SEIV) and Capital Group Dividend Value ETF (CGDV) have volatilities of 4.06% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.