Capital Dividend Value ETF (CGDV)

N/A +N/A (N/A)
Market Cap N/A
Revenue (ttm) N/A
Net Income (ttm) N/A
EPS (ttm) N/A
PE Ratio N/A
Forward PE N/A
Profit Margin N/A
Debt to Equity Ratio N/A
Volume N/A
Avg Vol N/A
Day's Range N/A - N/A
Shares Out N/A
Stochastic %K N/A
Beta N/A
Analysts N/A
Price Target N/A

Company Profile

Normally, the fund invests at least 80% of its assets in dividend-paying common stocks of larger, more established companies domiciled in the United States with market capitalizations greater than $4.0 billion. It may invest up to 10% of its assets in equity securities of larger companies domiciled outside the United States. The fund is non-diversified.

Phone: (213) 486-9200
TheGamingDividend
TheGamingDividend Aug. 1 at 12:49 PM
$VTI makes no sense to hold this or $VOO when ETFs like $CGDV and $VFLO exist. Both outperform while eliminating all the fluff of the index. https://open.substack.com/pub/thegamingdividend/p/i-moved-my-hsa-and-i-am-never-going?utm_source=share&utm_medium=android&r=4012qy
2 · Reply
wizeinvesting
wizeinvesting Jul. 24 at 12:19 PM
$LEU $SCHD $DGRO $FDVV $CGDV Dividend ETFs have become one of the most competitive corners of the investing world. Every year, new funds emerge with stronger returns, faster dividend growth, or bold claims of outperforming long-time favorites like SCHD. It's no surprise that many investors are beginning to question whether loyalty to a proven fund is preventing them from earning better returns elsewhere. But choosing a dividend ETF isn't simply about comparing performance charts or chasing whichever fund had the best three-year run. Every ETF is built with a different objective, balancing income, growth, risk, diversification, and downside protection in its own... https://www.wizeinvesting.com/p/building-value-month-by-month-500-regular-investments-in-leu
0 · Reply
woolybully
woolybully Jul. 17 at 8:19 PM
$CGDV nice core holding in a diversified portfolio.
0 · Reply
wizeinvesting
wizeinvesting Jul. 17 at 8:30 AM
$STRL $CGDV $SCHD Dividend investing isn't just about finding the ETF with the highest yield or the strongest recent returns. The real challenge is choosing an investment that matches your financial goals, risk tolerance, and timeline. While some funds are designed to maximize current income, others focus on growing your wealth over time—even if that means paying a smaller dividend today. That brings us to two of the most talked-about dividend ETFs: SCHD and CGDV. Both invest in high-quality companies, both pay dividends, and both have earned loyal followings. Yet beneath those similarities are two very different investment philosophies. One prioritizes steady income and... https://www.wizeinvesting.com/p/how-30k-in-strl-could-turn-into-250k-over-5-years
0 · Reply
TheGamingDividend
TheGamingDividend Jul. 7 at 3:58 PM
$VTI swapping this for $VFLO was a great decisions. VFLO and $CGDV are likely to continue outperforming VTI over the next decade. https://open.substack.com/pub/thegamingdividend/p/i-moved-my-hsa-and-i-am-never-going?utm_source=share&utm_medium=android&r=4012qy
2 · Reply
BlackSwan13
BlackSwan13 Mar. 13 at 4:14 AM
$CGDV Park here forever. Bye
0 · Reply
wudup
wudup Mar. 11 at 2:19 PM
$CGDV A great core holding for lower volatility and growth.
0 · Reply
shark2121
shark2121 Feb. 8 at 10:16 PM
$CGDV Am I seeing this wrong this Mf beat the qqq for the 2 year and 5 year chart wow 🤯
1 · Reply
BillionerOfKing
BillionerOfKing Jan. 16 at 3:21 AM
$CGDV Current Stock Price: $44.44 Contracts to trade: $41.0 CGDV Jan 16 2026 Call Entry: $0.50 Exit: $0.84 ROI: 68% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
honeycornbread
honeycornbread Dec. 24 at 5:11 PM
$CGDV added to my Roth.
1 · Reply
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TheGamingDividend
TheGamingDividend Aug. 1 at 12:49 PM
$VTI makes no sense to hold this or $VOO when ETFs like $CGDV and $VFLO exist. Both outperform while eliminating all the fluff of the index. https://open.substack.com/pub/thegamingdividend/p/i-moved-my-hsa-and-i-am-never-going?utm_source=share&utm_medium=android&r=4012qy
2 · Reply
wizeinvesting
wizeinvesting Jul. 24 at 12:19 PM
$LEU $SCHD $DGRO $FDVV $CGDV Dividend ETFs have become one of the most competitive corners of the investing world. Every year, new funds emerge with stronger returns, faster dividend growth, or bold claims of outperforming long-time favorites like SCHD. It's no surprise that many investors are beginning to question whether loyalty to a proven fund is preventing them from earning better returns elsewhere. But choosing a dividend ETF isn't simply about comparing performance charts or chasing whichever fund had the best three-year run. Every ETF is built with a different objective, balancing income, growth, risk, diversification, and downside protection in its own... https://www.wizeinvesting.com/p/building-value-month-by-month-500-regular-investments-in-leu
0 · Reply
woolybully
woolybully Jul. 17 at 8:19 PM
$CGDV nice core holding in a diversified portfolio.
0 · Reply
wizeinvesting
wizeinvesting Jul. 17 at 8:30 AM
$STRL $CGDV $SCHD Dividend investing isn't just about finding the ETF with the highest yield or the strongest recent returns. The real challenge is choosing an investment that matches your financial goals, risk tolerance, and timeline. While some funds are designed to maximize current income, others focus on growing your wealth over time—even if that means paying a smaller dividend today. That brings us to two of the most talked-about dividend ETFs: SCHD and CGDV. Both invest in high-quality companies, both pay dividends, and both have earned loyal followings. Yet beneath those similarities are two very different investment philosophies. One prioritizes steady income and... https://www.wizeinvesting.com/p/how-30k-in-strl-could-turn-into-250k-over-5-years
0 · Reply
TheGamingDividend
TheGamingDividend Jul. 7 at 3:58 PM
$VTI swapping this for $VFLO was a great decisions. VFLO and $CGDV are likely to continue outperforming VTI over the next decade. https://open.substack.com/pub/thegamingdividend/p/i-moved-my-hsa-and-i-am-never-going?utm_source=share&utm_medium=android&r=4012qy
2 · Reply
BlackSwan13
BlackSwan13 Mar. 13 at 4:14 AM
$CGDV Park here forever. Bye
0 · Reply
wudup
wudup Mar. 11 at 2:19 PM
$CGDV A great core holding for lower volatility and growth.
0 · Reply
shark2121
shark2121 Feb. 8 at 10:16 PM
$CGDV Am I seeing this wrong this Mf beat the qqq for the 2 year and 5 year chart wow 🤯
1 · Reply
BillionerOfKing
BillionerOfKing Jan. 16 at 3:21 AM
$CGDV Current Stock Price: $44.44 Contracts to trade: $41.0 CGDV Jan 16 2026 Call Entry: $0.50 Exit: $0.84 ROI: 68% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
honeycornbread
honeycornbread Dec. 24 at 5:11 PM
$CGDV added to my Roth.
1 · Reply
enwerd_chikkenbuchet
enwerd_chikkenbuchet Dec. 4 at 9:31 AM
$CGDV $SCHD $VYM stfu idiot dont talk down to my wife schd like that.
0 · Reply
TheGamingDividend
TheGamingDividend Dec. 4 at 5:30 AM
$CGDV seems to be a better pick than $SCHD and $VYM despite the lower yield. https://open.substack.com/pub/thegamingdividend/p/this-dividend-etf-beats-the-s-and?utm_source=share&utm_medium=android&r=4012qy
1 · Reply
wudup
wudup Sep. 22 at 10:34 PM
$CGDV Actually made it my core holding for growth not dividends. Very well diversified and not too tech heavy. Short lived but superior returns.
0 · Reply
silkroad58
silkroad58 Sep. 14 at 9:16 PM
Earlier this year I also moved on from $SCHD to $CGDV. So far, it's done very well. Good luck!
2 · Reply
woolybully
woolybully Aug. 23 at 5:50 PM
$CGDV fantastic ETF
0 · Reply
honeycornbread
honeycornbread Aug. 8 at 11:22 AM
$CGDV vs SCHD or JEPI ??
1 · Reply
Mrquint
Mrquint Jul. 21 at 1:48 AM
$CGDV is unloading $GOOG
0 · Reply
Mrquint
Mrquint May. 7 at 11:26 PM
$UNH fwiw, $CGDV ETF has decreased their holding of $UNH from 1.2 million shares to 565K between 5/1 - 5/6 $UNH went from 3.2% of the fund down to 1.4%
2 · Reply
topstockalerts
topstockalerts Mar. 17 at 12:20 PM
$CGDV Where’s she going once the market opens?
0 · Reply
swingingtech
swingingtech Mar. 13 at 1:59 PM
$CGDV $AMZN $CRM $UNH https://wallstreetwaves.com/analytical-insights-cgdv-projected-to-reach-42/
1 · Reply
VegasRenegade
VegasRenegade Feb. 25 at 8:11 PM
$CGDV hangs tough! 😎
0 · Reply