CVGD vs DIVD

CVGDBCresAlta Global Dividend ETF

DIVDBAltrius Global Dividend ETF

In short

CVGD A 35-to-50 stock global dividend book lifted out of AMG National Trust's two-decade separate-account strategy, with a business-cycle read driving rotation across dividend types. Conviction picking, not an index screen.

DIVD An actively managed global dividend fund priced like an index product: 0.49% to hunt value-priced dividend payers across developed and emerging markets, with income paid out monthly.

Stated mandate

CVGD The Fund seeks long-term capital appreciation and income generation.

DIVD The Fund seeks long-term capital growth and income. It is actively managed and identifies dividend-paying companies using attractive valuations and other financial characteristics.

Why people hold it

• CVGD Concentrated on purpose: roughly 35 to 50 names, with the top 10 near 35-40% of assets. You own the manager's actual picks, not a 500-stock dividend screen.businesswire.com
• Costs 0.50% a year, the median for active global dividend funds and in the same neighborhood as Capital Group's CGDG and JPMorgan's JDIV at 0.47%.
• Not a napkin idea: the process ran inside AMG National Trust's AMG Capital Management division for two decades before the 2026 ETF launch.businesswire.com
• Seeded through a Section 351 in-kind conversion, moving existing separate-account portfolios in tax-deferred, so it opened with real assets rather than a token seed.businesswire.com

• DIVD Charges 0.49%, less than half the typical fee in its global dividend income peer group and unusually low for a hand-picked portfolio.
• Genuinely global mandate: developed international and emerging market dividend payers, not a US large-cap list wearing a world label.
• Pays monthly, so distributions arrive twelve times a year instead of in quarterly lumps.
• Stock picking is bottom-up value: valuation and financial characteristics drive the list, and the portfolio rates among the strongest in its small cohort.

Worth knowing

• CVGD Short history. It started trading in 2026, so there is no full-cycle record to judge the process against.
• Thinly traded, so spreads can run wider than at the category's giants. The quote is worth a look on larger orders.
• Income arrives annually or semiannually, not monthly, and in a 35-to-50 stock book a handful of names can drive the result.businesswire.com

• DIVD A small, thinly traded fund. Spreads can run wider and large orders are harder to fill than in a mega-cap index ETF.
• Launched in 2022, so the public record is short, and results ride on the manager's calls rather than a published index.
• The value screen means the holdings can look nothing like a broad global benchmark, and can drift from it for long stretches.

Full CVGD profile⁠

Full DIVD profile⁠