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CGDV - ETF AI Analysis

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CGDV

Capital Group Dividend Value ETF (CGDV)

Rating:69Neutral
Price Target:
CGDV, the Capital Group Dividend Value ETF, has a solid overall rating driven largely by high-quality leaders like Microsoft, Nvidia, and Broadcom, which benefit from strong financial performance and long-term growth potential in AI and cloud technologies. However, some holdings such as Carrier Global and Eli Lilly face valuation and technical pressures, and the fund’s meaningful tilt toward a handful of large tech and semiconductor names adds concentration risk if that segment weakens.
Positive Factors
Healthy Asset Size
The fund manages a large pool of assets, which can support trading liquidity and stability for investors.
Strong Recent Performance
The ETF has delivered solid gains over the past month and year-to-date, showing positive recent momentum.
Broad Sector Diversification
Holdings spread across technology, industrials, health care, consumer sectors, and more help reduce the impact of weakness in any single industry.
Negative Factors
High Technology Concentration
A large portion of the portfolio is in technology stocks, which can increase risk if that sector faces a downturn.
Underperforming Key Holdings
Several of the largest positions, including well-known names, have shown weak performance this year, which can drag on overall returns.
Limited International Exposure
With most assets invested in U.S. companies and only small stakes in the UK and Canada, the fund offers little geographic diversification.

CGDV vs. SPDR S&P 500 ETF (SPY)

CGDV Summary

The Capital Group Dividend Value ETF (CGDV) is an actively managed fund that focuses on dividend-paying “value” stocks across the total U.S. market, rather than tracking a specific index. It holds a mix of large, well-known companies like Microsoft and Nvidia, along with other businesses that its managers believe are priced attractively and can grow over time while paying steady dividends. Investors might consider CGDV for a combination of income and long-term growth, plus diversification across many sectors. A key risk is that its stock prices can rise and fall with the overall market, and it is fairly heavily exposed to technology companies.
How much will it cost me?The Capital Group Dividend Value ETF (CGDV) has an expense ratio of 0.33%, which means you’ll pay $3.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, meaning professional managers select investments rather than following a passive index. Active management often involves higher costs due to research and decision-making efforts.
What would affect this ETF?CGDV's focus on dividend-paying value stocks in sectors like Technology, Industrials, and Health Care could benefit from stable economic growth and innovation-driven demand, especially in North America. However, rising interest rates or economic slowdowns may negatively impact dividend-paying companies and value stocks, while regulatory changes in key sectors like Technology or Health Care could also pose risks.

CGDV Top 10 Holdings

CGDV is leaning heavily on U.S. tech, with Nvidia, Broadcom, Microsoft, and Applied Materials acting as the main engines of performance as their AI and chip stories keep the momentum rising. Meta is also helping, though its gains have been more steady than spectacular. On the flip side, industrial names like GE Aerospace and RTX have been more mixed, occasionally putting a small drag on returns, while Eli Lilly has lost some steam after a strong run. Overall, this is a U.S.-centric, tech-tilted value-and-dividends play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia5.78%$1.88B$5.06T99.22%
76
Outperform
Microsoft5.74%$1.87B$3.15T8.60%
79
Outperform
Broadcom5.68%$1.84B$2.00T117.28%
76
Outperform
Applied Materials4.23%$1.37B$330.97B168.49%
77
Outperform
Carrier Global3.42%$1.11B$50.94B2.35%
66
Neutral
Meta Platforms3.35%$1.09B$1.71T23.44%
76
Outperform
RTX2.91%$946.43M$234.67B38.93%
74
Outperform
GE Aerospace2.82%$914.51M$296.93B41.67%
72
Outperform
British American Tobacco2.74%$890.45M£93.11B34.43%
71
Outperform
Eli Lilly & Co2.70%$875.75M$835.18B-1.03%
72
Outperform

CGDV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
44.46
Positive
100DMA
44.34
Positive
200DMA
42.95
Positive
Market Momentum
MACD
0.67
Negative
RSI
70.02
Negative
STOCH
80.00
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.38, equal to the 50-day MA of 44.46, and equal to the 200-day MA of 42.95, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 70.02 is Negative, neither overbought nor oversold. The STOCH value of 80.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CGDV.

CGDV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$33.03B0.33%
69
Neutral
$44.04B0.17%
73
Outperform
$33.58B0.26%
74
Outperform
$22.12B0.39%
68
Neutral
$19.58B0.09%
73
Outperform
$14.23B0.21%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CGDV
Capital Group Dividend Value ETF
46.57
11.39
32.38%
DFAC
Dimensional U.S. Core Equity 2 ETF
DYNF
BlackRock U.S. Equity Factor Rotation ETF
CGGR
Capital Group Growth ETF
DFUS
Dimensional U.S. Equity ETF
DFUV
Dimensional US Marketwide Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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