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Capital Group Dividend Value ETF(CGDV)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGDV
11/12/2026: CGDV (5-star) is currently NOT-A-BUY. Pass it for now.
CGDV is an actively managed ETF that provides exposure to a diversified portfolio of global dividend-paying companies. By utilizing Capital Group’s multi-manager system, it aims to balance long-term capital growth with steady income, favoring high-quality firms with strong fundamentals. Its main strengths include the expertise of its issuer and a focus on resilience, making it a suitable core holding for long-term investors seeking to minimize volatility. Key risks include exposure to general equity market downturns and the potential for active management to underperform passive benchmarks in certain market cycles. Investors should monitor how the fund’s quality-focused selection fares against broader market trends and changing interest rate environments.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it focuses on dividend growth, it may lack the aggressive growth potential of a pure technology or innovation-focused fund. |
| Momentum investor | Weak fit | This fund is built on long-term value and quality fundamentals rather than chasing current price momentum. |
| Value investor | Strong fit | The fund aligns well with value investors by targeting companies with strong fundamentals and reasonable valuations. |
| Dividend/Income investor | Strong fit | The fund's primary strategy is built around identifying and holding sustainable, dividend-paying companies for long-term income. |
| Low-risk investor | Strong fit while signal remains positive | The focus on high-quality, dividend-paying companies typically results in lower volatility compared to the broader, growth-heavy market. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core equity exposure that emphasizes dividend growth, quality fundamentals, and professional active management.
Suitability
CGDV is best suited for long-term investors aiming for a combination of income and capital appreciation, rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to market price fluctuations, though its dividend focus may dampen extreme swings. |
| Market risk | Medium / high | The fund is inherently exposed to broad market downturns that affect equity valuation globally. |
| Concentration | Medium | The fund is diversified across sectors, but stock selection is active and could lead to temporary sector tilts. |
| Tracking/expense | Low | As an active fund, it does not seek to track an index, making tracking error irrelevant to its strategy. |
| Liquidity | Low | The underlying assets are primarily large-cap, highly liquid stocks, minimizing redemption risks. |
| Business/sector quality | Low | The fund prioritizes high-quality companies, which helps mitigate risk related to poor business practices. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
CGDV typically exhibits moderate volatility consistent with large-cap value equity indices, benefitting from the stability of high-quality holdings.
Market Risk
The primary risk is equity market beta, as the fund is fully invested in stocks that will decline during general market corrections.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Large-cap Value | Diversified US and International Equity Holdings | 97 | The fund holds a diversified basket of dividend-paying stocks to balance income generation with capital growth. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small portion of the portfolio is held in cash to provide liquidity for active management and rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 64.87% | Avg. Invested days 114 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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