CGDV

Capital Group Dividend Value ETFCapital Group
$43.47-0.23 (-0.53%)Close
AUM$29.81B
Expense Ratio0.33%
NAV$44.14
Holdings58
InceptionFeb 21, 2022

Price Chart

Key Statistics

Previous Close

$43.70

Day Range

$43.47$44.19

52-Week Range

$31.93$45.94

Avg Volume

5.2M

Dividend Yield

1.27%

Expense Ratio

0.33%

AUM

$29.81B

Shares Outstanding

689.9M

Sector Breakdown

SectorWeight %
Technology27.40%
Industrials17.01%
Healthcare13.54%
Consumer Cyclical10.29%
Consumer Defensive6.79%
Energy6.54%
Communication Services5.69%
Financial Services5.32%
Basic Materials2.87%
Utilities2.75%
Real Estate1.79%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States85.73%
United Kingdom4.93%
Canada2.64%
Other2.59%
Ireland2.10%
Taiwan2.01%

Fund Information

Category
Technology
Inception Date
Feb 21, 2022
Exchange
NYSE_ARCA
Description
The fund's investment objectives are to produce income exceeding the average yield on U.S. stocks generally and to provide an opportunity for growth of principal consistent with sound common stock investing.Distinguishing Characteristics Common stocks and cash and equivalents.Up to 10% of assets may be invested in stocks of larger companies outside the United States.

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VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$707.79B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$387.28B0.18%102

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund issued by Capital Group that launched on Feb 21, 2022. It currently manages $29.81B in assets under management. The fund charges an expense ratio of 0.33%. The fund holds 58 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 39.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1MSFTMICROSOFT CORP COMMON STOCK USD.000006255.67%4,215,050$1.71B
2NVDANVIDIA CORP COMMON STOCK USD.0015.34%8,650,469$1.61B
3AVGOBROADCOM INC COMMON STOCK4.70%4,146,929$1.42B
4AMATAPPLIED MATERIALS INC COMMON STOCK USD.014.04%3,468,888$1.22B
5RTXRTX CORP COMMON STOCK USD1.03.69%5,358,004$1.11B
6CARRCARRIER GLOBAL CORP COMMON STOCK USD.013.36%17,259,429$1.01B
7GEGENERAL ELECTRIC COMMON STOCK USD.013.33%3,083,740$1.00B
8LLYELI LILLY + CO COMMON STOCK3.23%972,856$972.7M
9METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.0000063.06%1,408,704$922.5M
10BATS.LBRITISH AMERICAN TOBACCO PLC COMMON STOCK2.98%15,295,376$896.5M
110I1W.LROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.012.65%2,784,537$797.8M
12CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M2.59%0$779.2M
13SBUXSTARBUCKS CORP COMMON STOCK USD.0012.46%7,294,529$740.0M
14HALHALLIBURTON CO COMMON STOCK USD2.52.25%18,809,485$675.8M
15AAPLAPPLE INC COMMON STOCK USD.000012.21%2,552,310$665.7M
Page 1 of 2

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.53%
1W
-1.00%
1M
-3.51%
3M
+0.39%
6M
+4.07%
YTD
-0.61%
1Y
+22.10%
3Y
+83.00%
5Y
+77.39%

Moving Averages

20-Day MA

$45.25

Below 20-Day MA
50-Day MA

$44.78

Below 50-Day MA
200-Day MA

$42.11

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$45.94

Current Price

$43.47

52-Week Low

$31.93

$31.93$45.94

Current Yield

1.27%

Annual Dividend

$0.5649

Frequency

4x/year

Last Ex-Date

Dec 26, 2025

Dividend History

Ex-DateAmountPay Date
Dec 26, 2025$0.1928Dec 29, 2025
Sep 30, 2025$0.1359Oct 1, 2025
Jun 30, 2025$0.1295Jul 1, 2025
Mar 31, 2025$0.1067Apr 1, 2025
Dec 26, 2024$0.1849Dec 27, 2024
Sep 30, 2024$0.1500Oct 1, 2024
Jun 28, 2024$0.1293Jul 1, 2024
Mar 28, 2024$0.0995Apr 2, 2024
Dec 27, 2023$0.1668Dec 29, 2023
Sep 28, 2023$0.1165Oct 2, 2023
Jun 29, 2023$0.1186Jul 3, 2023
Mar 30, 2023$0.0913Apr 3, 2023
Dec 23, 2022$0.1394Dec 28, 2022
Sep 29, 2022$0.0966Oct 3, 2022
Jun 29, 2022$0.0546Jul 1, 2022
Mar 30, 2022$0.0293Apr 1, 2022

Dividend Payments Over Time

Category Comparison

MetricCGDVTechnology(1406 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.33%0.67%0.64%
AUM$29.81B$6.77B$2.10B
Dividend Yield1.27%2.82%4.67%
Avg Volume5.2M1.1M280.3K
Holdings58196162
Performance
1-Month Return-4.08%-3.55%-4.25%
6-Month Return+4.20%+1.82%+4.33%
YTD Return+0.14%-1.18%+2.65%
1-Year Return+22.58%+18.49%+14.21%

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