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Capital Group Dividend Value ETF

CGDV is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.

CGDV has been the top-performing large-cap value fund since its February 2022 launch, and even after these results, it still offers an attractive combination of growth and value. Its 1.50% dividend yield suggests income is not the focus, and my analysis of its dividend features indicate CGDV's components have the ability to increase dividends but not the willingness. Setting that aside, I believe readers can benefit from CGDV's five-manager approach, as each brings unique skills to the table.

CGDV: Light On Dividends But An Excellent Mix Of Growth And Value

In February, Los Angeles-based investment manager Capital Group will mark three years since it launched its first actively managed transparent ETFs.

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Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.

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Capital Group Dividend Value ETF offers strong capital appreciation potential and a reasonable expense ratio of 0.33%. Recent sector rebalancing towards consumer-facing companies aligns with favorable economic conditions, enhancing CGDV's growth potential. Pairing CGDV with SCHD provides a balanced strategy, combining capital appreciation from CGDV and higher dividend income from SCHD.

CGDV: Strong ETF That Pairs Up Well With SCHD

Fidelity High Dividend ETF

Fidelity High Dividend ETF (FDVV) offers market-beating returns with lower risk through a diversified portfolio of high-quality dividend-paying value and growth stocks. FDVV's smart-beta strategy and exposure to growth and values stocks enhance its performance in both bull and bear markets. CGDV's strategy of holding stakes in fundamentally sound value and growth stocks also make it an attractive option.

Dividend Investing: FDVV Has An Edge Over CGDV

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Dividend-paying stocks provide a steady income stream and help mitigate potential losses during weaker market periods.

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Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

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Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

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The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.

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Actively managed CGDV combines dividends and value in a portfolio of chiefly high-quality stocks from the large-cap echelon with a small international exposure. The current version of the Capital Group Dividend Value ETF portfolio has 50 equities, with most of the net assets allocated to industrials. Real estate is absent. I believe the Fund deserves an upgrade owing to its impressive performance. It solidly beat IVV over March 2022–July 2024, capturing less downside and more upside.

CGDV: A High-Quality Outperformer Deserves A Rating Upgrade

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Energy Select Sector SPDR Fund

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

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Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm's asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024.

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Investors poured $20 billion into actively managed ETFs in May, representing 21% of the industry's cash haul. This continues a yearlong trend.

Active ETFs Still Popular In May

Capital Group Dividend Value ETF focuses on companies that pay dividends and have the potential to pay dividends, while providing a dividend yield of 1.7%. CGDV is likely to provide a superior return comprised of both dividend income and capital appreciation. The more focused set of holdings captures more upside movement. The fund has a short history but has a reasonable expense ratio and a strategy of investing in dividend-paying stocks with market caps larger than $4B.

CGDV: Concentrated ETF Captures More Upside And Outperforms S&P 500

Capital Group Dividend Value ETF is a good option for low-risk investors looking to outperform the tech-driven bull run. The ETF's portfolio strategy of holding stakes in fundamentally strong dividend-paying value and growth stocks from various sectors contributes to its high-risk adjusted returns. CGDV's total returns have outperformed the broader stock market index in the last year, and its momentum is expected to continue in the short and long-term.

CGDV: A Solid Low Risk ETF With Market Beating Returns Potential

Valuation gaps between value and growth stocks are at decades-high. Value could outperform from here on out. Value ETFs offer investors diversified exposure to cheaply valued stocks. Three funds stand out from the pack.

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CGDV is a U.S. large-cap equity fund with a slight dividend and value tilt. CGDV has outperformed since inception, and quite significantly so. It has stronger returns than the S&P 500 and most dividend ETFs, including SCHD. It only yields 1.5%, but is moderately cheaper than average.

CGDV: Strong Value ETF, Outstanding Performance, Below-Average Valuation

CGDV only has a short two-year track record, but this actively managed ETF has already demonstrated it's possible for dividend strategies to outperform the broader market. While CGDV lacks the downside protection offered by many peers in the large-cap value ETF category, it's one of the few to offer nearly 10% estimated earnings per share growth. This feature means dividend ETF investors don't necessarily have to sacrifice total returns for income, though CGDV's modest 1.81% expected dividend yield is not competitive.

CGDV: Top-Performing Dividend ETF With Excellent Earnings Growth Potential

Capital Group is one of the largest asset managers in the world, with some very large ETFs. That said, it still has just about ten ETFs per VettaFi's ETF Database.

Capital Group's Framsted on Active Fixed Income ETFs

Capital Group Dividend Value ETF is an actively managed ETF that focuses on dividend-paying common stocks of established U.S. companies. The CGDV ETF aims to generate steady income that surpasses the mean yield of the S&P 500 and primarily targets businesses with a proven track record of dividend payments.

CGDV: Really Strong Performance As A Dividend Play

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CGDV offers an active take on the value factor with an income ingredient. CGDV delivers an interesting factor story, but certainly not for value or dividend maximalists, since it has exposure to numerous richly priced stocks. I appreciate the fund's strong quality characteristics coupled with its remarkable performance since inception.

CGDV: High Quality, But Weak Yield, A Lot To Dislike On The Value Front

CGDV has better qualities than the benchmark ETF but the pace of dividend growth looks set to slow even further. We think the dividend qualities of CGDV's top holdings are solid, and its exposure to the tech sector could abet it as well. Despite a largely favorable take on this product, we conclude with some thoughts on why a fresh long position may not be too conducive at this juncture.

CGDV ETF: A Competent ETF, But Not Quite A Buy

Capital Group Core Balanced ETF

In September, Capital Group expanded its already popular active ETF lineup. The five new ETFs included two new equity ETFs, two new fixed income ETFs, and one asset allocation ETF.

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News for Capital Group Dividend Value ETF ETF (CGDV)