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Upturn AI SWOT - About
Capital Group Dividend Value ETF (CGDV)
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Upturn Advisory Summary
08/28/2025: CGDV (4-star) is a STRONG-BUY. BUY since 76 days. Profits (14.34%). 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 56.2% | Avg. Invested days 85 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 long-term capital appreciation and current income by investing in dividend-paying stocks. It focuses on companies with a history of dividend payments and the potential for future growth.
Reputation and Reliability
Capital Group is a well-established and reputable investment management firm with a long history of providing investment solutions.
Management Expertise
Capital Group has a large team of experienced investment professionals managing various investment strategies.
Investment Objective
Goal
To seek long-term capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting dividend-paying stocks based on fundamental research and valuation analysis.
Composition Primarily invested in dividend-paying stocks across various sectors.
Market Position
Market Share: CGDV's market share in the dividend ETF segment is still evolving as a relatively new entrant.
Total Net Assets (AUM): 348600000
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 market is highly competitive with established players. CGDV differentiates itself through active management and Capital Group's research capabilities. Its advantage lies in its active stock selection, potentially outperforming passive dividend ETFs. The disadvantage is the higher expense ratio compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance data should be sourced directly from the ETF's official website or financial data providers. (Data Unavailable)
Benchmark Comparison: Benchmark comparison should be sourced directly from the ETF's official website or financial data providers. (Data Unavailable)
Expense Ratio: 0.33
Liquidity
Average Trading Volume
The average daily trading volume of CGDV provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and dividend yield trends influence CGDV's performance.
Growth Trajectory
CGDV's growth depends on its ability to attract assets and generate competitive returns in the dividend ETF space.
Moat and Competitive Advantages
Competitive Edge
CGDV benefits from Capital Group's established reputation and global research capabilities. Its active management strategy aims to identify undervalued dividend-paying stocks with sustainable growth potential. This approach may lead to better risk-adjusted returns compared to passive dividend ETFs. The potential for outperformance depends on the skill of the portfolio managers and their stock selection process.
Risk Analysis
Volatility
Volatility of CGDV can be sourced directly from the ETF's official website or financial data providers. (Data Unavailable)
Market Risk
CGDV is subject to market risk, including fluctuations in stock prices and interest rate sensitivity of dividend-paying stocks.
Investor Profile
Ideal Investor Profile
CGDV is suitable for investors seeking a combination of current income and long-term capital appreciation with a focus on dividend-paying stocks.
Market Risk
CGDV is best suited for long-term investors seeking dividend income and potential capital growth, but active management may appeal to those willing to pay a higher expense ratio for potentially superior returns.
Summary
The Capital Group Dividend Value ETF (CGDV) offers investors exposure to dividend-paying stocks through an actively managed strategy. Capital Group's reputable management and global reach make it an attractive option. CGDV's strength lies in its active management approach that aims to identify undervalued dividend stocks. While the ETF has a higher expense ratio than passive dividend ETFs, the potential for outperformance may attract investors seeking superior returns. Investors should consider their individual risk tolerance and investment goals before investing in CGDV.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Market share and performance data are subject to change.
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.
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