ETFRank
Capital Group

Capital Group Dividend Value ETF

Ticker CGDV · Dividend · NYSE Arca
ETFActively managed (no index)
+ PortafoglioConfronta
TER p.a.
0.33%
Distribution
Distributing
Replication
Physical
Fund size
$35B
Inception
Feb 2022
Holdings
52
OverviewChartBasicsHoldingsReturnsRisk

Quote

$47.88
-1.15 | -2.35%
day
$37.84$49.03
52-week range
EOD close · USD

Description

Dividend ETF from Capital Group, tracking the Actively managed (no index) index.

Actively managed (no index)Dividend52 holdings

Chart

Performance (1A): +94.36%

Basics

IndexActively managed (no index)
Investment focusDividend
Fund size$35B
Expense ratio (TER)0.33% p.a.
ReplicationPhysical (full replication)
Legal structureETF
CurrencyUSD
1-year volatility11.77%
InceptionFeb 2022
Distribution policyDistributing
Dividend yield1.17%
IssuerCapital Group

Other ETFs with a similar objective to CGDV.

Holdings

Holdings of Capital Group Dividend Value ETF.

Countries
United States84.40%
Ireland4.20%
United Kingdom3.40%
Canada3.10%
Liberia2.80%
Taiwan2.10%
Sectors
Information Technology26.20%
Industrials15.50%
Health Care13.20%
Consumer Discretionary7.80%
Consumer Staples6.60%
Financials5.90%

Returns

Returns overview
YTD+9.72%
1 month+2.61%
3 months+7.04%
6 months+10.27%
1 year+26.70%
3 years+88.36%
5 years
Since inception (MAX)+94.36%
2026+9.7%
2025+23.8%
2024+18.2%
2023+26.5%
Monthly returns (heatmap)
JanFebMarAprMayJunJulAugSepOctNovDec
20262.81.6-6.79.14.5-1.3
20254.20.6-3.6-2.06.26.42.82.21.31.52.8-0.5
20240.24.24.4-2.43.60.46.12.11.9-1.33.0-4.8
20235.0-1.52.32.9-0.96.44.4-2.2-4.1-1.77.86.3
20222.9-7.62.9-9.24.6-2.7-10.111.17.1-2.8

Risk

Returns include dividends (if any).

1-year volatility11.77%
3-year volatility13.59%
5-year volatility
1-year Sharpe1.90
Max drawdown 1-year-9.75%
Max drawdown 3-year-14.53%
Max drawdown since inception-22.45%

Holdings from SEC filings. End-of-day (EOD) closing prices. Information on this page is not investment advice. Past performance is no guarantee of future results.