Correlation
The correlation between STXD and CGDV is 0.89, 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.
STXD vs. CGDV
Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and Capital Group Dividend Value ETF (CGDV).
STXD and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Nov 9, 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: STXD or CGDV.
Performance
STXD vs. CGDV - Performance Comparison
Loading data...
Key characteristics
STXD:
0.67
CGDV:
0.92
STXD:
0.91
CGDV:
1.25
STXD:
1.12
CGDV:
1.18
STXD:
0.63
CGDV:
0.97
STXD:
2.58
CGDV:
4.04
STXD:
3.62%
CGDV:
3.41%
STXD:
16.77%
CGDV:
17.08%
STXD:
-14.87%
CGDV:
-21.81%
STXD:
-1.97%
CGDV:
-0.70%
Returns By Period
In the year-to-date period, STXD achieves a 2.33% return, which is significantly lower than CGDV's 5.39% return.
STXD
2.33%
4.86%
-1.05%
11.17%
N/A
N/A
N/A
CGDV
5.39%
6.13%
1.48%
15.54%
16.33%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STXD vs. CGDV - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is higher than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
STXD vs. CGDV — Risk-Adjusted Performance Rank
STXD
CGDV
STXD vs. CGDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) 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.
Loading data...
Dividends
STXD vs. CGDV - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.12%, less than CGDV's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 1.12% | 1.23% | 1.27% | 0.28% |
CGDV Capital Group Dividend Value ETF | 1.54% | 1.60% | 1.66% | 1.36% |
Drawdowns
STXD vs. CGDV - Drawdown Comparison
The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum CGDV drawdown of -21.81%. Use the drawdown chart below to compare losses from any high point for STXD and CGDV.
Loading data...
Volatility
STXD vs. CGDV - Volatility Comparison
The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 4.51%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 4.81%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...