BDVG vs CGDV

BDVGCiMGP Berkshire Dividend Growth ETF

CGDVACapital Group Dividend Value ETF

In short

BDVG Dividend investing by conviction, not by screen: about 30 large-cap US dividend payers, hand-picked and actively managed, priced right at the middle of the active dividend-income pack.

CGDV A stock picker's dividend fund at near-index pricing: 0.33% a year, roughly 60 names, and a mandate for above-average yield plus growth. Live since 2022 and already grown into a multi-billion-dollar fund.

Stated mandate

BDVG The Fund seeks dividend income and long-term capital appreciation.

CGDV The fund seeks income above the average yield of U.S. stocks while also offering capital-growth potential.

Why people hold it

• BDVG A tight book of roughly 30 names, all large-cap US companies worth at least $10 billion when first bought. Every position has to earn its slot.
• The 0.55% expense ratio lands exactly at the median for active dividend-income ETFs, so you are not paying a premium for the stock picking.
• Two jobs, stated plainly in the prospectus: dividend income and long-term capital appreciation. Distributions go out quarterly.

• CGDV Costs 0.33% a year while the typical fund in its active dividend peer group charges around 0.55%. Active stock picking, index-fund pricing.
• Dual mandate: income above the average yield of U.S. stocks plus capital-growth potential. Not a pure yield chase.capitalgroup.com
• Tens of billions in assets and heavy daily trading make it one of the easier funds in its peer group to get in and out of at a fair spread.
• Delivers its stated mandate with unusual consistency for an active fund, placing it among the strongest implementations in its dividend-income peer group.

Worth knowing

• BDVG Thinly traded with a small asset base. Spreads can widen, so limit orders do real work here.
• Concentration cuts both ways. With about 30 holdings, one company's dividend decision moves the whole portfolio more than it would in a 400-stock index fund.
• Index-tracking rivals go cheaper: CGDV at 0.33% and HIDV at 0.35% undercut this fund's 0.55%. Also a young fund, launched in 2023, so the record is short.

• CGDV About 60 holdings. That concentration means individual company stumbles land harder than in a fund holding hundreds of names.
• Active and benchmark-agnostic: results track the managers' calls, not an index, so it can drift well away from the broad market in either direction.
• Pays quarterly, not monthly. Worth knowing if you're building an income schedule.

Full BDVG profile⁠

Full CGDV profile⁠