CGDG vs JDIV

CGDGACapital Group Dividend Growers ETF

JDIVCJPMorgan Dividend Leaders ETF

In short

CGDG Capital Group's stock pickers hunt dividend growers anywhere on the map, developed markets and emerging ones alike, and charge less than the typical active global fund to do it. Roughly 100 names, income paid quarterly.

JDIV Active global dividend investing at a near-index price. JPMorgan screens for stocks that pay more today and raise payouts faster, and charges roughly half the typical fee in its corner of the market.

Stated mandate

CGDG CGDG seeks long-term total returns by investing in companies worldwide with the potential to provide attractive yield and dividend growth over the long term.

JDIV The fund seeks long-term growth and dividend income by investing through global stocks.

Why people hold it

• CGDG Charges 0.47% a year, below the going rate for actively managed global equity ETFs. Cheap for a hand-picked portfolio, even if index products undercut it.
• The mandate is genuinely worldwide, developed and emerging markets both in scope, and it screens for dividend growth potential rather than chasing the fattest current yield.
• About 100 holdings, concentrated enough that individual picks carry real weight instead of getting diluted into an index-shaped blob. Distributions land quarterly.
• Rates among the strongest funds in a crowded global active-equity group, and one of the few there built specifically around dividend growers.

• JDIV Charges 0.47% a year, about half the median fee among active global dividend funds, and a hair under DIVD, the other low-cost name in the group.
• The screen wants both halves of the dividend trade: higher yield now plus faster dividend growth, rather than the fattest payout on the board.jpmorgan.com
• Global mandate, roughly 80 holdings, so the income comes from a concentrated bench that reaches past the usual US dividend stalwarts.
• The portfolio matches the global growth-and-income job description on its own fact sheet, and it sits in the upper half of its peer group overall.

Worth knowing

• CGDG Launched in 2023, so there's no decade of results to judge this team's approach through a full market cycle.
• Several highly rated global peers (GSWO, DFAW, AVGE) charge less. The extra fee here buys active selection, not broader coverage.
• Emerging-market holdings bring currency swings and country-specific risk that a US-only dividend fund doesn't carry.

• JDIV Launched in 2024, so the record is short. There is limited history showing how the dividend screen behaves through a full market cycle.
• A small, lightly traded fund. Spreads can run wider than on the mega-cap dividend giants, which makes limit orders worth the extra click.
• Distributions land quarterly, not monthly, so the cash arrives in four lumps a year.

Full CGDG profile⁠

Full JDIV profile⁠