CGDV ETF

$48.25

Returns Overview

1 Month
+4.56%
3 Months
+5.87%
6 Months
+11.15%
YTD
+9.91%
1 Year
+25.13%
3 Years
+25.22%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CGDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+4.56%

3 Months Performance

+5.87%

6 Months Performance

+11.15%

1 Year Performance

+25.13%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+9.91%
Peer Avg (YTD)
+5.12%
vs Peers
+4.80%

CGDV ETF Performance

CGDV performance across multiple time periods: 1-month 4.56%, YTD 9.91%, 1-year 25.13%, 3-year 25.22%.

CGDV returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this ETF.

CGDV performance comparison shows side-by-side returns with another fund. CGDV alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.56%Apr 27, 2026 to May 26, 2026
3 Months+5.87%Feb 26, 2026 to May 26, 2026
6 Months+11.15%Nov 26, 2025 to May 26, 2026
1 Year+25.13%N/A
3 Years+25.22%N/A

All returns shown are total returns, not annualized