Fund report

US-listed

CGDV

Capital Group Dividend Value ETF
Capital Group

53 holdings as of 2026-05-31 · top 10 = 38.8% · TER 0.33% · P/E 27.0

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Concentration
Moderately concentratedtop 10 = 38.8%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
53
as of 2026-05-31
Top 10
38.8%
TER
0.33%
cheaper than 73% of peers
Net assets
US$35.2B
Largest
5.8%
P / E
27.0
covers 95% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
12.6%
02Valuation and performance
market price return · as of 2026-09-17
1M
-2.9%
3M
+0.0%
6M
+13.6%
YTD
+12.3%
1Y
+17.1%
Valuation52 companies covered · weighted, profitable holdings only
27.0
price / earnings
MethodologyCompany-data coverageThe rest is 3% loss-making companies, which carry no P/E by the positive-earner convention; 2% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
3.3%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 98% by weight
4.65
price / book
covers 84% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1Microsoft Corp USMSFT
5.8
2NVIDIA CORP USNVDA
5.7
3BROADCOM INC USAVGO
5.2
4ALPHABET INC-CL A USGOOGL
3.6
5META PLATFORMS INC-CLASS A USMETA
3.3
6ELI LILLY & CO USLLY
3.2
7Applied Materials Inc USAMAT
3.1
8General Electric Co USGE
3.1
9CISCO SYSTEMS, INC. USCSCO
3.0
10Royal Caribbean Cruises Ltd LRRCL
2.8
11RTX Corp USRTX
2.8
12British American Tobacco PLC GBBATS
2.7
13Carrier Global Corp USCARR
2.6
14Apple Inc USAAPL
2.4
15Starbucks Corp USSBUX
2.3
16TAIWAN SEMICONDUCTOR-SP ADR TWTSM
2.2
17Union Pacific Corp USUNP
2.1
18UnitedHealth Group Inc USUNH
2.0
19Capital Group Central Cash Fund USCMQXX
2.0
20Wells Fargo & Co USWFC
2.0
21Linde PLC IELIN
2.0
22JPMorgan Chase & Co USJPM
1.9
23AMAZON.COM INC USAMZN
1.9
24Comcast Corp USCMCSA
1.8
25International Paper Co USIP US
1.7
26Oracle Corp USORCL
1.6
27Philip Morris International Inc USPM
1.5
28SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY IESTX
1.4
29AbbVie Inc USABBV
1.4
30Exxon Mobil Corp USXOM
1.3
31TC Energy Corp CATRP
1.3
32Mastercard Inc USMA
1.3
33Texas Instruments Inc USTXN
1.2
34Intel Corp USINTC
1.1
35Apollo Global Management Inc USAPO
1.1
36Medtronic PLC IEMDT
1.1
37Prologis Inc USPLD
1.0
38SMURFIT WESTROCK PUBLIC LIMITED COMPANY IESW US
1.0
39NextEra Energy Inc USNEE
1.0
40Altria Group Inc USMO
1.0
41McDonald's Corp USMCD
0.9
42Salesforce Inc USCRM
0.9
43CORNING INCORPORATED USGLW
0.8
44General Dynamics Corp USGD
0.8
45Canadian Natural Resources Ltd CACNQ
0.8
46Illinois Tool Works Inc USITW
0.8
47Diamondback Energy Inc USFANG
0.8
48Vertex Pharmaceuticals Inc USVRTX
0.8
49Amgen Inc USAMGN
0.8
50Mondelez International Inc USMDLZ
0.8
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04Exposure
Equity 100.0%
By sector
Technology34.4%
Industrials13.0%
Healthcare9.9%
Communication Services8.7%
Consumer Cyclical7.9%
Financial Services6.3%
Consumer Defensive6.0%
Materials5.5%
Energy4.3%
Real Estate1.0%
Utilities1.0%
By country
USUnited States84.7%
IEIreland5.5%
LRLR2.8%
GBUnited Kingdom2.7%
TWTaiwan2.2%
CACanada2.2%
CurrencyUSD 84.7% EUR 5.5% GBP 2.7% TWD 2.2% CAD 2.2%
05Similar funds
funds with comparable exposure
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the S&P 500 (VOO)
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VTI
the US total market (VTI)
48 shared companies
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VT
the world portfolio (VT)
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IVV
Comparable exposure
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