Capital Group Dividend Value ETF
CGDV

$34.90

1.1%

Market Cap: $10.3B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

478% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 37

205% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $5.04B [Q1] → $6.26B (+$1.22B) [Q2]

14% more funds holding

Funds holding: 298 [Q1] → 341 (+43) [Q2]

1.43% more ownership

Funds ownership: 71.85% [Q1] → 73.28% (+1.43%) [Q2]

9% less funds holding in top 10

Funds holding in top 10: 33 [Q1] → 30 (-3) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CGDV.

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Financial journalist opinion

CGDV: A High-Quality Outperformer Deserves A Rating Upgrade

Actively managed CGDV combines dividends and value in a portfolio of chiefly high-quality stocks from the large-cap echelon with a small international exposure. The current version of the Capital Group Dividend Value ETF portfolio has 50 equities, with most of the net assets allocated to industrials. Real estate is absent. I believe the Fund deserves an upgrade owing to its impressive performance. It solidly beat IVV over March 2022–July 2024, capturing less downside and more upside.

CGDV: A High-Quality Outperformer Deserves A Rating Upgrade

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

Newer Active ETFs From Capital Group Offer More Conservative Approach

Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm's asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024.

Newer Active ETFs From Capital Group Offer More Conservative Approach

Active ETFs Still Popular In May

Investors poured $20 billion into actively managed ETFs in May, representing 21% of the industry's cash haul. This continues a yearlong trend.

Active ETFs Still Popular In May

CGDV: Concentrated ETF Captures More Upside And Outperforms S&P 500

Capital Group Dividend Value ETF focuses on companies that pay dividends and have the potential to pay dividends, while providing a dividend yield of 1.7%. CGDV is likely to provide a superior return comprised of both dividend income and capital appreciation. The more focused set of holdings captures more upside movement. The fund has a short history but has a reasonable expense ratio and a strategy of investing in dividend-paying stocks with market caps larger than $4B.

CGDV: Concentrated ETF Captures More Upside And Outperforms S&P 500

CGDV: A Solid Low Risk ETF With Market Beating Returns Potential

Capital Group Dividend Value ETF is a good option for low-risk investors looking to outperform the tech-driven bull run. The ETF's portfolio strategy of holding stakes in fundamentally strong dividend-paying value and growth stocks from various sectors contributes to its high-risk adjusted returns. CGDV's total returns have outperformed the broader stock market index in the last year, and its momentum is expected to continue in the short and long-term.

CGDV: A Solid Low Risk ETF With Market Beating Returns Potential

3 Value ETFs With Strong Returns And Upside Potential

Valuation gaps between value and growth stocks are at decades-high. Value could outperform from here on out. Value ETFs offer investors diversified exposure to cheaply valued stocks. Three funds stand out from the pack.

3 Value ETFs With Strong Returns And Upside Potential

CGDV: Strong Value ETF, Outstanding Performance, Below-Average Valuation

CGDV is a U.S. large-cap equity fund with a slight dividend and value tilt. CGDV has outperformed since inception, and quite significantly so. It has stronger returns than the S&P 500 and most dividend ETFs, including SCHD. It only yields 1.5%, but is moderately cheaper than average.

CGDV: Strong Value ETF, Outstanding Performance, Below-Average Valuation

CGDV: Top-Performing Dividend ETF With Excellent Earnings Growth Potential

CGDV only has a short two-year track record, but this actively managed ETF has already demonstrated it's possible for dividend strategies to outperform the broader market. While CGDV lacks the downside protection offered by many peers in the large-cap value ETF category, it's one of the few to offer nearly 10% estimated earnings per share growth. This feature means dividend ETF investors don't necessarily have to sacrifice total returns for income, though CGDV's modest 1.81% expected dividend yield is not competitive.

CGDV: Top-Performing Dividend ETF With Excellent Earnings Growth Potential

Capital Group's Framsted on Active Fixed Income ETFs

Capital Group is one of the largest asset managers in the world, with some very large ETFs. That said, it still has just about ten ETFs per VettaFi's ETF Database.

Capital Group's Framsted on Active Fixed Income ETFs

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