CGDG ETF Analysis: Capital Dividend Growers | NYSE

Global Large-Stock Blend | NYSE, USA | Market Cap: 5.652m USD | 12M Return: 12.6% | US14021L1098 | Charts, Fundamentals & Technical Analysis

Equities, Dividend Growth, Global Stocks, Yield Income
Total Rating 51
Safety 59
Buy Signal -0.02
Global Large-Stock Blend
Category Rotation: +6.6
TER: 0.47%
AUM: 5.65B
Avg Turnover: 22.0M
Risk 3d forecast
Volatility10.9%
VaR 5th Pctl2.02%
VaR vs Median3.11%
Reward TTM
Sharpe Ratio0.77
Rel. Str. IBD49
Rel. Str. Peer Group10
Character TTM
Beta0.463
Beta Downside0.436
Hurst Exponent0.465
Drawdowns 3y
Max DD10.52%
CAGR/Max DD1.66
CAGR/Mean DD13.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3 years of data

Jan +0.9% 32
Feb +0.9% 29
Mar -4.6% 33
Apr +0.7% 0
May +0.2% 0
Jun +0.9% 0
Jul -1.3% 0
Aug -0.1% 0
Sep -0.6% 0
Oct -2.9% 31
Nov +0.1% 0
Dec -2.9% 35

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CGDG Capital Dividend Growers

The Capital Group Dividend Growers ETF (CGDG) is a non-diversified fund that invests primarily in common stocks of companies worldwide selected for their potential to deliver both current yield and long-term dividend growth. Launched in September 2023, it falls within the global large-stock blend category, focusing on mid-cap and larger international dividend-paying equities. As a non-diversified ETF, it may concentrate holdings in a smaller number of issuers compared to diversified funds, which can increase exposure to individual company performance.

Headlines to Watch Out For
  • Global dividend growers boost payouts across portfolio holdings
  • Rising long-term yields pressure dividend stock valuations broadly
  • Sustained ETF AUM inflows expand Capital Group fee revenue
What is the price of CGDG shares?

As of September 27, 2026, the stock is trading at USD 37.68 with a total of 608,875 shares traded. Over the past week, the price has changed by -0.29%, over one month by -3.31%, over three months by +1.38% and over the past year by +12.61%.

Current recommended Stop Loss: 37.30 (which is 1% or 1.4 ATR below the current price).

Is CGDG a buy, sell or hold?

Capital Dividend Growers has no consensus analysts rating.