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CGDV Capital Group Dividend Value ETF

Over the last 5 years (2022-022026-09), $10,000 invested in CGDV with dividends reinvested grew to $21,45017.77% a year — with a worst peak-to-trough fall of -20.51%. Past performance doesn't predict future results.

Growth of $10,000 · 2022-022026-09 · dividends reinvested

CAGR (annualized return)
17.77%
Volatility (annualized)
14.92%
Worst drawdown
-20.51%
Sharpe ratio
1.07

About CGDV

Capital Group Dividend Value ETF is an actively managed exchange-traded fund that focuses on dividend-paying common stocks of larger, established U.S. companies. The fund seeks to provide income above the average yield of U.S. stocks while also pursuing long-term growth of capital through sound equity investing. Its portfolio is centered on large- and mid-cap companies, with most assets typically invested in U.S.-domiciled businesses and a limited allocation allowed to larger international companies. Capital Group Dividend Value ETF is designed for investors looking for broad exposure to quality dividend growers across sectors such as technology, healthcare, financials, and consumer industries. As part of Capital Group’s ETF lineup, it combines income generation with a value-oriented stock selection approach in a diversified, professionally managed structure.

Put CGDV to the test

Every tool below opens prefilled with CGDV — free, no account needed.

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

CGDV — Capital Group Dividend Value ETF: returns, risk & backtest · Informed Portfolio