EPISODE · Jul 9, 2026 · 20 MIN
CGDV: Dividend ETF Beats S&P 500 by 3% Annually: Is It A "Secret Weapon" For Income Investors?
from Diamond NestEgg · host Diamond NestEgg
23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries:1 - How does CGDV select its stocks? And what names does it currently own in its portfolio?2 - What is the track record of CGDV? And 3 - Who might want to consider buying CGDV?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!
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23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries: 1 - How does CGDV select its stocks? And what names does it currently own in its portfolio? 2 - What is the track record of CGDV? And 3 - Who might want to consider buying CGDV? Drop ...
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CGDV: Dividend ETF Beats S&P 500 by 3% Annually: Is It A "Secret Weapon" For Income Investors?
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