ETF of the Week ETF of the Week: Capital Group Dividend Value ETF (CGDV)
Feb 26, 2026
Todd Rosenbluth, Head of Research at VettaFi, ETF specialist with wide media presence. He discusses the fast growth and five-star track record of Capital Group Dividend Value ETF (CGDV). They cover performance versus peers, the active dividend/value strategy and key holdings, yield expectations, portfolio fit as a core large-cap active option, and cost advantages.
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Active Dividend Value With Capital Group Scale
- Capital Group's CGDV combines dividend focus with value and some growth to create a differentiated active large-cap strategy.
- Launched four years ago, the ETF now manages about $30 billion and benefits from Capital Group's proven active team approach.
Top Decile Performance Across Three Years
- CGDV has delivered top-decile performance in large-cap value for each of its three full calendar years.
- Morningstar and Lipper give it five-star ratings, reflecting a strong short track record within its peer group.
Dividend Focus Yet Broader Holdings Mix
- The ETF is actively managed with dividend-paying companies and valuation as core criteria, but also holds growth names like Microsoft and NVIDIA.
- Top holdings include Eli Lilly, British American Tobacco, and Royal Caribbean, giving global and sector diversification.