(CGDV) Capital Dividend Value - NYSE

ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 35.032m USD | Total Return: 27.2% in 12m

Common Stocks, Dividend Equities, Large-Cap Stocks
Total Rating 69
Safety 58
Buy Signal -0.34
Large Value
Category Rotation: +1.4
TER: 0.33%
AUM: 35.0B
Avg Turnover: 170M
Risk 3d forecast
Volatility16.8%
VaR 5th Pctl3.06%
VaR vs Median0.90%
Reward TTM
Sharpe Ratio1.77
Rel. Str. IBD62.5
Rel. Str. Peer Group56.6
Character TTM
Beta0.800
Beta Downside0.757
Hurst Exponent0.527
Drawdowns 3y
Max DD14.28%
CAGR/Max DD1.69
CAGR/Mean DD14.18

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: CGDV Capital Dividend Value

The Capital Group Dividend Value ETF (CGDV) focuses on income generation and capital appreciation by investing at least 80% of its assets in dividend-paying common stocks. The fund targets established U.S. companies with market capitalizations exceeding $4.0 billion, though it maintains the flexibility to allocate up to 10% of its portfolio to international equities. As a non-diversified fund, it may hold larger positions in a smaller number of issuers compared to diversified peers.

The large-cap value sector typically consists of mature businesses with stable cash flows and lower price-to-earnings ratios than growth-oriented counterparts. These companies often utilize a business model centered on returning capital to shareholders through consistent dividend payments rather than aggressive reinvestment for expansion. Investors seeking deeper insights into these fundamental metrics can find additional data on ValueRay. This ETF provides exposure to the Large Value category and has grown to over $35 billion in assets since its inception in early 2022.

Headlines to Watch Out For
  • Dividend yield spreads narrow as Treasury rates remain elevated
  • Large-cap value valuations expand relative to historical growth premiums
  • Financial and industrial sector weightings drive cyclical earnings performance
  • Capital allocation shifts toward buybacks and sustainable dividend growth programs
What is the price of CGDV shares?

As of June 09, 2026, the stock is trading at USD 47.94 with a total of 3,168,021 shares traded.
Over the past week, the price has changed by -1.66%, over one month by +1.46%, over three months by +7.97% and over the past year by +27.18%.

Is CGDV a buy, sell or hold?

Capital Dividend Value has no consensus analysts rating.