CGDG ETF Analysis: Capital Dividend Growers | NYSE

Global Equity | NYSE, USA | Market Cap: 5.932m USD | 12M Return: 13.5% | US14021L1098 | Charts, Fundamentals & Technical Analysis

Dividend Stocks, Global Equities, Large-Cap Holdings, Growth Investments
Total Rating 55
Safety 59
Buy Signal 0.18
Global Equity
Category Rotation: -12.8
TER: 0.45%
AUM: 5.93B
Avg Turnover: 22.1M
Risk 3d forecast
Volatility9.49%
VaR 5th Pctl1.76%
VaR vs Median2.85%
Reward TTM
Sharpe Ratio0.86
Rel. Str. IBD58.2
Rel. Str. Peer Group35.5 pctl
Character TTM
Beta0.445
Beta Downside0.389
Hurst Exponent0.517
Choppyness60.7%
Drawdowns 3y
Max DD10.52%
CAGR/Max DD1.71
CAGR/Mean DD13.40

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3 years of data

Jan +0.9% 32
Feb +0.9% 29
Mar -4.6% 33
Apr +0.7% 0
May +0.2% 0
Jun +0.9% 0
Jul -1.3% 0
Aug -0.1% 0
Sep -1.5% 13
Oct -2.9% 31
Nov +0.1% 0
Dec -2.9% 35

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CGDG Capital Dividend Growers

The Capital Group Dividend Growers ETF (CGDG) is a U.S.-listed exchange-traded fund launched in September 2023 that invests primarily in common stocks of companies worldwide. The fund follows a dividend growth investment approach, targeting issuers that the adviser believes can deliver both current income and rising dividends over the long term. CGDG is classified as a non-diversified fund within the global large-stock blend category and is structured as a mid-cap ETF.

Capital Group, the funds sponsor, is one of the largest privately held investment management firms in the United States, best known for its American Funds lineup and active management style. Dividend growth strategies like CGDG typically focus on established companies with histories of consistently increasing dividend payments, a profile often associated with mature, cash-generating businesses across sectors such as consumer staples, industrials, financials, and utilities.

Headlines to Watch Out For
  • Global dividend growth stocks outperform amid rate cut expectations
  • ETF flows surge as investors seek quality income exposure
  • Underlying holdings earnings growth drives NAV higher
  • Capital Group AUM expansion boosts fee revenue and scale
What is the price of CGDG shares?

As of November 03, 2026, the stock is trading at USD 38.57 with a total of 679,494 shares traded. Over the past week, the price has changed by +1.29%, over one month by +3.99%, over three months by +1.11% and over the past year by +13.51%.

Current recommended Stop Loss: 38.10 (which is 1.2% or 1.7 ATR below the current price).

Is CGDG a buy, sell or hold?

Capital Dividend Growers has no consensus analysts rating.