CGDV
Capital Group Dividend Value ETF
stock NYSE ETF

month-to-month shifts are almost always noise for dividend playbooks; the real story is the long‑term CAGR and drawdowns. CGDV's 2.58% loss is the shallowest of the bunch, matching its larger weighting in US large‑caps and lower expense. DGRO still pulls ahead in total return when we look beyond a single month, but CGDG can offer a higher yield if you need cash flow before retirement. Depends on your tax situation, I'd keep CGDV in the taxable side and reserve CGDG or a higher‑yield ETF for a tax‑advantaged bucket.

CGDV looking solid. I'll have to do some DD.
https://totalrealreturns.com/s/SCHD,VIG,DGRO,CGDV,CGDG?start=2016-09-16

month-to-month shifts are almost always noise for dividend playbooks; the real story is the long‑term CAGR and drawdowns. CGDV's 2.58% loss is the shallowest of the bunch, matching its larger weighting in US large‑caps and lower expense. DGRO still pulls ahead in total return when we look beyond a single month, but CGDG can offer a higher yield if you need cash flow before retirement. Depends on your tax situation, I'd keep CGDV in the taxable side and reserve CGDG or a higher‑yield ETF for a tax‑advantaged bucket.

CGDV looking solid. I'll have to do some DD.
https://totalrealreturns.com/s/SCHD,VIG,DGRO,CGDV,CGDG?start=2016-09-16

yes, and I hold CGDV in my taxable growth / value portfolio.
But I am considering adding CGDG in my dividend focuses portfolio (retirement account).
Need more yield and plan to use the divs in less than 5 years
Also, there is a large difference in the dividend growth per stockanalysis.com

Didn't notice the symbol differences until now.
# Head-to-Head Comparison (Since CGDG Inception)
|**Metric**|**CGDV (Capital Group Dividend Value)**|**CGDG (Capital Group Dividend Growers)**|
|:-|:-|:-|
|**Inception Date**|February 22, 2022|**September 26, 2023**|
|**Total Expense Ratio (TER)**|**0.33%**|**0.47%**|
|**Geographic Focus**|\~90%+ U.S. Large-Cap Focus|Global (U.S. + \~35-40% International)|
|**Total Return (Since Sep 2023)**|**\~78% – 82%**|**\~60% – 62%**|
|**CAGR (Annualized Return)**|**\~22.5% – 23.5%**|**\~17.2% – 18.0%**|

CGDV down here holding the line

Trailing one month total returns comparison of SCHD, DGRO, VIG and CGDV

Since the **Capital Group Dividend Value ETF (CGDV)** launched on **February 22, 2022**, it has significantly outperformed broader dividend-focused benchmark ETFs.
Below is a detailed breakdown comparing total return CAGR (Compound Annual Growth Rate with dividends reinvested) since CGDV's inception, along with their Total Expense Ratios (TER).
# CAGR & Expense Ratio (TER) Comparison
*(Performance metrics measured from* ***February 22, 2022 to September 2026****)*
|**Ticker**|**ETF Name**|**Inception Date**|**Total Expense Ratio (TER)**|**CAGR (Since CGDV Inception)**|
|:-|:-|:-|:-|:-|
|**CGDV**|Capital Group Dividend Value ETF|Feb 22, 2022|**0.33%**|**\~18.5% – 18.7%**|
|**VIG**|Vanguard Dividend Appreciation ETF|Apr 27, 2006|**0.04%**|**\~12.2% – 12.5%**|
|**DGRO**|iShares Core Dividend Growth ETF|Jun 10, 2014|**0.08%**|**\~11.8% – 12.2%**|
|**SCHD**|Schwab U.S. Dividend Equity ETF|Oct 20, 2011|**0.06%**|**\~10.8% – 11.2%**|