VS

Correlation: 88.6%

What is CGDG?

CGDG was created on 2023-09-26 by Capital Group . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1775.04m in AUM and 92 holdings. CGDG actively selects dividend-paying companies globally that are attractively valued and believed to provide dividend growth. It employs a multi-manager approach to portfolio management.

What is ACWI?

ACWI was created on 2008-03-26 by iShares. The fund's investment portfolio concentrates primarily on total market equity. ACWI tracks a market cap-weighted index of large- and mid-cap global stocks", covering 85% of the developed and emerging markets capitalization.

Key Details

CGDG
ACWI
Website
www.capitalgroup.com
www.ishares.com
Inception Date

Sep 26, 2023

Mar 26, 2008

Asset Class

Equity

Equity

Investment Segment

Total Market

Total Market

AUM
$1.81B
$19.02B
Dividend Yield
2.22%
1.83%
Expense Ratio
0.47%
0.32%
Return 1Y
10.23%
5.15%

Holdings

Capital Group Dividend Growers ETF - CGDG is made up of 93 holdings. iShares MSCI ACWI ETF - ACWI is made up of 2348 holdings.

Name
Weight
-

3.69%

P
PMPhilip Morris International, Inc.

3.23%

A
AVGOBroadcom Inc.

2.81%

C
CNPCenterPoint Energy, Inc.

2.58%

T
TSMTaiwan Semiconductor Manufacturing Co., Ltd.

2.53%

V
VICIVICI Properties, Inc.

2.31%

S
SAPGF

NT SAP SE COMMON STOCK

2.21%

R
RTXRTX Corp.

2.14%

I
IFCZF

NT INTACT FINANCIAL CORP COMMON STOCK

2.05%

W
WELLWelltower, Inc.

1.8%

I
IBDSF

NT IBERDROLA SA COMMON STOCK EUR.75

1.74%

U
ULSUL Solutions, Inc.

1.73%

-

1.69%

D
DBSDF

NT DBS GROUP HOLDINGS LTD COMMON STOCK

1.65%

M
MDLZMondelez International, Inc.

1.6%

-

1.58%

K
KKPNF

NT KONINKLIJKE KPN NV COMMON STOCK EUR.04

1.56%

T
TTFNF

NT TOTALENERGIES SE COMMON STOCK EUR2.5

1.56%

L
LDNXF

NT LONDON STOCK EXCHANGE GROUP COMMON STOCK GBP.06918605

1.54%

E
ENGQF

NT ENGIE COMMON STOCK EUR1.0

1.54%

E
EADSF

NT AIRBUS SE COMMON STOCK EUR1.0

1.52%

U
UNHUnitedHealth Group, Inc.

1.49%

A
ABTAbbott Laboratories

1.42%

I
IDEXF

NT INDUSTRIA DE DISENO TEXTIL COMMON STOCK EUR.03

1.29%

-

1.26%

T
TMUST-Mobile US, Inc.

1.25%

L
LLYEli Lilly & Co.

1.22%

C
CABJF

NT CARLSBERG AS B COMMON STOCK DKK20.0

1.21%

C
CARRCarrier Global Corp.

1.2%

-

1.19%

Name
Weight
A
AAPLApple, Inc.

4.38%

N
NVDANVIDIA Corp.

3.51%

M
MSFTMicrosoft Corp.

3.5%

A
AMZNAmazon.com, Inc.

2.41%

M
METAMeta Platforms, Inc.

1.65%

-

1.32%

G
GOOGLAlphabet, Inc.

1.19%

T
TSLATesla, Inc.

1.06%

G
GOOGAlphabet, Inc.

1.02%

A
AVGOBroadcom Inc.

0.99%

B
BRK.BBerkshire Hathaway, Inc.

0.93%

J
JPMJPMorgan Chase & Co.

0.91%

-

0.91%

L
LLYEli Lilly & Co.

0.86%

V
VVisa, Inc.

0.77%

X
XOMExxon Mobil Corp.

0.68%

U
UNHUnitedHealth Group, Inc.

0.62%

M
MAMastercard, Inc.

0.58%

C
COSTCostco Wholesale Corp.

0.55%

T
TCTZF

NT TENCENT HOLDINGS LTD

0.55%

N
NFLXNetflix, Inc.

0.52%

P
PGProcter & Gamble Co.

0.52%

W
WMTWalmart, Inc.

0.51%

J
JNJJohnson & Johnson

0.49%

H
HDThe Home Depot, Inc.

0.48%

A
ABBVAbbVie, Inc.

0.47%

B
BACBank of America Corp.

0.38%

K
KOThe Coca-Cola Co.

0.38%

C
CVXChevron Corp.

0.37%

S
SAPGF

NT SAP

0.36%

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Stock Correlation

The stocks that are correlated to CGDG - Capital Group Dividend Growers ETF are BN, BNT, ITT, MKSI, APAM

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
76.31%$75.46B+25.56%0.69%
B
BNTBrookfield Wealth Solutions Ltd.
73.45%$10.14B+25.87%0.00%
I
ITTITT, Inc.
71.12%$9.73B-9.12%1.15%
M
MKSIMKS Instruments, Inc.
67.00%$4.33B-49.91%1.49%
A
APAMArtisan Partners Asset Management, Inc.
66.57%$2.59B-16.13%8.36%
F
FTVFortive Corp.
66.51%$23.01B-19.28%0.49%
A
AWIArmstrong World Industries, Inc.
65.70%$5.87B+12.15%0.87%
M
MFCManulife Financial Corp.
65.62%$52.78B+26.05%4.09%
R
RITMRithm Capital Corp.
65.00%$5.86B+4.46%9.29%
A
AEISAdvanced Energy Industries, Inc.
64.94%$3.16B-13.91%0.50%
A
AVNTAvient Corp.
64.77%$2.97B-23.37%3.49%
B
BLKBlackRock, Inc.
64.68%$137.81B+12.06%2.42%
S
SEICSEI Investments Co.
64.53%$9.33B+4.99%1.33%
N
NPOEnpro, Inc.
64.48%$3.13B-11.32%0.86%
D
DOVDover Corp.
64.33%$22.30B-6.04%1.31%
E
ENTGEntegris, Inc.
64.30%$10.89B-46.82%0.60%
B
BXBlackstone, Inc.
64.20%$162.20B+5.63%3.12%
J
JHGJanus Henderson Group Plc
63.87%$5.16B+1.49%5.03%
B
BAMBrookfield Asset Management Ltd.
63.86%$77.05B+14.84%3.54%
D
DCIDonaldson Co., Inc.
63.49%$7.62B-14.03%1.76%

The stocks that are correlated to ACWI - iShares MSCI ACWI ETF are BN, BNT, MKSI, ITT, AEIS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
78.94%$75.46B+25.56%0.69%
B
BNTBrookfield Wealth Solutions Ltd.
76.87%$10.14B+25.87%0.00%
M
MKSIMKS Instruments, Inc.
75.95%$4.33B-49.91%1.49%
I
ITTITT, Inc.
74.65%$9.73B-9.12%1.15%
A
AEISAdvanced Energy Industries, Inc.
74.06%$3.16B-13.91%0.50%
E
ENTGEntegris, Inc.
73.48%$10.89B-46.82%0.60%
P
PLABPhotronics, Inc.
72.97%$1.16B-34.83%0.00%
K
KLACKLA Corp.
72.07%$82.50B-7.72%1.07%
Q
QCOMQUALCOMM, Inc.
72.01%$154.20B-17.87%2.53%
K
KLICKulicke & Soffa Industries, Inc.
71.08%$1.58B-38.51%2.86%
J
JHGJanus Henderson Group Plc
70.62%$5.16B+1.49%5.03%
B
BAMBrookfield Asset Management Ltd.
70.53%$77.05B+14.84%3.54%
L
LRCXLam Research Corp.
70.37%$83.72B-31.47%7.74%
F
FTVFortive Corp.
70.34%$23.01B-19.28%0.49%
A
APHAmphenol Corp.
69.98%$75.93B+8.88%1.01%
A
AMATApplied Materials, Inc.
69.97%$110.09B-33.37%1.24%
C
CGThe Carlyle Group Inc.
69.89%$13.98B-17.59%3.85%
A
ASXASE Technology Holding Co., Ltd.
69.87%$17.80B-24.91%4.04%
A
ARESAres Management Corp.
69.77%$27.11B-1.22%3.22%
L
LFUSLittelfuse, Inc.
69.75%$4.02B-31.23%1.77%

ETF Correlation

The ETFs that are correlated to CGDG - Capital Group Dividend Growers ETF are AOA, VT, EFAA, AOR, SPGM

Name
Correlation
AUM
Expense Ratio
A
AOAiShares Core 80/20 Aggressive Allocation ETF
90.33%$2.15B0.15%
V
VTVanguard Total World Stock ETF
89.66%$42.19B0.06%
E
EFAATraded Fund Trust Invesco MSCI EAFE Income Advantage ETF
89.33%$112.39M0%
A
AORiShares Core 60/40 Balanced Allocation ETF
89.21%$2.27B0.15%
S
SPGMSPDR Portfolio MSCI Global Stock Market ETF
88.96%$963.60M0.09%
D
DFAWDimensional World Equity ETF
88.67%$636.40M0.25%
A
ACWIiShares MSCI ACWI ETF
88.55%$19.02B0.32%
S
SPDWSPDR Portfolio Developed World ex US ETF
88.16%$23.92B0.03%
V
VEAVanguard FTSE Developed Markets ETF
88.03%$145.15B0.03%
I
IDEViShares Core MSCI International Developed Markets ETF
87.85%$18.36B0.04%
V
VXUSVanguard Total International Stock ETF
87.40%$83.54B0.05%
I
IXUSiShares Core MSCI Total International Stock ETF
87.37%$40.10B0.07%
U
URTHiShares MSCI World ETF
87.25%$4.28B0.24%
D
DFAIDimensional International Core Equity Market ETF
87.23%$8.98B0.18%
V
VEUVanguard FTSE All World ex US ETF
87.22%$40.15B0.04%
D
DFSIDimensional International Sustainability Core 1 ETF
87.14%$645.00M0.24%
D
DIHPDimensional International High Profitability ETF
87.09%$3.55B0.29%
F
FDVVFidelity High Dividend ETF
87.08%$4.85B0.16%
A
ACWXiShares MSCI ACWI ex US ETF
87.02%$5.74B0.32%
G
GSIEGoldman Sachs ActiveBeta International Equity ETF
87.01%$3.72B0.25%

The ETFs that are correlated to ACWI - iShares MSCI ACWI ETF are VT, URTH, SPGM, AOA, DFAW

Name
Correlation
AUM
Expense Ratio
V
VTVanguard Total World Stock ETF
99.73%$42.19B0.06%
U
URTHiShares MSCI World ETF
99.24%$4.28B0.24%
S
SPGMSPDR Portfolio MSCI Global Stock Market ETF
99.23%$963.60M0.09%
A
AOAiShares Core 80/20 Aggressive Allocation ETF
98.99%$2.15B0.15%
D
DFAWDimensional World Equity ETF
97.38%$636.40M0.25%
S
SCHBSchwab U.S. Broad Market ETF
96.86%$31.13B0.03%
V
VTIVanguard Total Stock Market ETF
96.82%$447.08B0.03%
I
IWBiShares Russell 1000 ETF
96.75%$37.46B0.15%
E
ESGUiShares Trust iShares ESG Aware MSCI USA ETF
96.74%$12.93B0.15%
I
IWViShares Russell 3000 ETF
96.73%$14.62B0.2%
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
96.71%$62.64B0.03%
S
SCHKSchwab 1000 Index ETF
96.68%$3.83B0.05%
S
SCHXSchwab U.S. Large Cap ETF
96.65%$50.55B0.03%
S
SPLGSPDR Portfolio S&P 500 ETF
96.64%$59.86B0.02%
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
96.64%$4.38B0.02%
D
DFUSDimensional U.S. Equity Market ETF
96.63%$13.54B0.09%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
96.63%$9.47B0.03%
V
VOOVanguard S&P 500 ETF
96.63%$598.65B0.03%
V
VVVanguard Large Cap ETF
96.62%$39.37B0.04%
S
SPYSPDR S&P 500 ETF Trust
96.61%$577.22B0.0945%

Holding Overlap

CGDG - Capital Group Dividend Growers ETF and ACWI - iShares MSCI ACWI ETF have a 72 holding overlap. Which accounts for a 12.7% overlap.

Number of overlapping holdings

72

% of overlapping holdings

12.74%

Name
Weight in CGDG
Weight in ACWI
P
PMPhilip Morris International Inc
3.23%0.31%
A
AVGOBroadcom Inc
2.81%0.99%
C
CNPCenterpoint Energy Inc.
2.58%0.03%
V
VICIVICI Properties Inc
2.31%0.04%
S
SAPGF

SAP SE

2.21%0.36%
R
RTXRTX Corp
2.14%0.23%
I
IFCZF

INTACT FINANCIA

2.05%0.05%
W
WELLWelltower Inc.
1.80%0.12%
I
IBDSF

IBERDROLA SA BI

1.74%0.13%
D
DBSDF

DBS GROUP HOLDI

1.65%0.09%

News

SeekingAlpha

Discover how a well-designed asset allocation portfolio safeguards against future inflation amidst excessive U.S. government spending.

SeekingAlpha

Actively managed CGDG searches for promising dividend growth stocks with appealing yields in the global equity universe. Read why CGDG ETF is a Hold.

SeekingAlpha

Inflation is likely staying with us in the U.S. longer than we had hoped. Find out an asset allocation model for navigating an inflationary environment.

SeekingAlpha

CGDG offers exposure to global stocks that are expected to provide meaningful yield and DPS growth in the future. Explore more details here.

SeekingAlpha

The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.

SeekingAlpha

ETO offers high income by investing in global dividend-paying equities. Check out my recommendation for the fund.

SeekingAlpha

RiverNorth Opportunities Fund offers a 13% yield, diversified investments, and a 2.3% NAV discount. Click here to find out why RIV CEF is a Hold.

SeekingAlpha

GLO's performance has been disappointing, underperforming both the S&P 500 and MSCI World Index over the past five months. Read why GLO CEF is a Hold.

SeekingAlpha

The PGIM Jennison Global Opportunities Fund returned -0.6%, holding up slightly better than the MSCI ACWI Index. Click here to read the full commentary.

SeekingAlpha

BNDW has also outperformed global equities YTD while exhibiting much lower volatility for the most part. Check out my recommendation for the fund.

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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