Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Capital Group Dividend Value ETF (CGDV)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/09/2025: CGDV (4-star) is a STRONG-BUY. BUY since 40 days. Profits (10.44%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 50.98% | Avg. Invested days 78 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 30.94 - 39.58 | Updated Date 06/29/2025 |
52 Weeks Range 30.94 - 39.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group Dividend Value ETF
ETF Overview
Overview
The Capital Group Dividend Value ETF (CGDV) seeks to provide current income and long-term capital appreciation by investing in dividend-paying U.S. companies. It focuses on undervalued companies with the potential to increase dividends over time, targeting a diversified portfolio across various sectors.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history and a reputation for prudent investment strategies.
Management Expertise
Capital Group's management team is experienced in managing dividend-focused and value-oriented investment portfolios.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on dividend-paying U.S. companies.
Composition Primarily composed of U.S. equities, with a focus on undervalued stocks with strong dividend potential.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 284400000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF landscape is competitive, with several established players. CGDV differentiates itself through its active management approach and focus on dividend growth potential. Its smaller AUM compared to VIG and SCHD can be seen as both a disadvantage in terms of economies of scale and an advantage in terms of nimbleness. CGDV may have higher expense ratios due to its active management.
Financial Performance
Historical Performance: Historical performance data is necessary here but unavailable without scraping.
Benchmark Comparison: Benchmark comparison data is necessary here but unavailable without scraping.
Expense Ratio: 0.0033
Liquidity
Average Trading Volume
The average trading volume of CGDV indicates moderate liquidity, enabling relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for CGDV can fluctuate, but it generally reflects reasonable trading costs for most investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of companies influence CGDV's performance. Sector performance also impacts the ETF's returns based on its sector allocations.
Growth Trajectory
Growth trends depend on Capital Group's ability to identify and invest in companies with growing dividends. Changes in the portfolio holdings and sector allocations will reflect the fund's strategy.
Moat and Competitive Advantages
Competitive Edge
CGDV's competitive edge lies in Capital Group's active management and focus on undervalued dividend-paying companies with dividend growth potential. This strategy aims to outperform passive dividend ETFs by selecting companies with higher total return prospects. The active management approach allows the fund to adapt to changing market conditions and identify unique investment opportunities. Capital Group's experienced management team provides expertise in navigating the dividend equity market.
Risk Analysis
Volatility
Historical volatility data is required here, but unavailable without scraping.
Market Risk
The primary risks include market risk affecting equity values and the risk that selected companies may reduce or eliminate their dividends.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking current income and long-term capital appreciation through dividend-paying stocks. It is suitable for investors who believe in active management and are comfortable with moderate risk.
Market Risk
CGDV is suitable for long-term investors and those seeking a blend of income and growth, rather than active traders seeking short-term gains.
Summary
The Capital Group Dividend Value ETF aims to provide income and capital appreciation by investing in dividend-paying stocks. Its active management strategy and focus on dividend growth differentiate it from passive dividend ETFs. Investors should consider the expense ratio and market risk associated with dividend equities. CGDV is well-suited for long-term investors who believe in active management and dividend investing. Its performance relies heavily on the stock selection skills of its managers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capital Group Dividend Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Normally, the fund invests at least 80% of its assets in dividend-paying common stocks of larger, more established companies domiciled in the United States with market capitalizations greater than $4.0 billion. It may invest up to 10% of its assets in equity securities of larger companies domiciled outside the United States. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.